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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 | $32,177 | $156,398-79.4% | $147,318-78.2% | $138,895-76.8% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 20.07% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,804 | $8,237-29.5% | $7,906-26.6% | $6,396-9.3% |
| Admin fee / account holder | $3,477 | $14,976-76.8% | $13,708-74.6% | $12,562-72.3% |