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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 | $71,547 | $93,598-23.6% | $135,974-47.4% | $75,173-4.8% |
| Participation rate | 45.7% | 75.2%-29.5pp | 81.9%-36.2pp | 67.2%-21.5pp |
| Annual return | 17.40% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,139 | $6,405+27.1% | $7,760+4.9% | $4,126+97.2% |
| Admin fee / account holder | $4,190 | $6,978-40.0% | $10,767-61.1% | $5,651-25.9% |