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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,755 | $126,661-46.5% | $113,397-40.2% | $138,895-51.2% |
| Participation rate | 56.3% | 79.4%-23.2pp | 76.5%-20.2pp | 79.9%-23.7pp |
| Annual return | 15.75% | 25.05%-9.3pp | 23.20%-7.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,068 | $5,693+41.7% | $5,076+58.9% | $6,396+26.1% |
| Admin fee / account holder | $5,357 | $14,549-63.2% | $11,957-55.2% | $12,562-57.4% |