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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 | $67,886 | $107,421-36.8% | $182,262-62.8% | $94,015-27.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 84.2%-24.2pp | 70.8%-10.8pp |
| Annual return | 16.85% | 21.32%-4.5pp | 140.60%-123.8pp | 17.84%-1.0pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,667 | $6,558-44.1% | $8,276-55.7% | $4,249-13.7% |
| Admin fee / account holder | $3,183 | $8,692-63.4% | $16,712-81.0% | $8,951-64.4% |