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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 | $74,429 | $209,336-64.4% | $197,124-62.2% | $137,256-45.8% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 27.92% | 48.09%-20.2pp | 44.34%-16.4pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,847 | $9,614+2.4% | $9,135+7.8% | $6,407+53.7% |
| Admin fee / account holder | $424 | $17,308-97.6% | $16,298-97.4% | $12,270-96.5% |