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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 | $35,548 | $124,980-71.6% | $108,359-67.2% | $154,746-77.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 13.10% | 45.00%-31.9pp | 36.89%-23.8pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,375 | $4,743-28.8% | $4,137-18.4% | $6,730-49.8% |
| Admin fee / account holder | $675 | $11,502-94.1% | $9,741-93.1% | $14,365-95.3% |