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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 | $65,672 | $71,230-7.8% | $93,727-29.9% | $80,959-18.9% |
| Participation rate | 23.9% | 60.4%-36.5pp | 68.7%-44.8pp | 67.7%-43.8pp |
| Annual return | 24.49% | 11.26%+13.2pp | 133.83%-109.3pp | 35.67%-11.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,337 | $4,037-66.9% | $4,417-69.7% | $4,300-68.9% |
| Admin fee / account holder | $21,771 | $6,961+212.8% | $8,292+162.6% | $6,925+214.4% |