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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 | $71,551 | $98,652-27.5% | $142,942-49.9% | $82,448-13.2% |
| Participation rate | 67.3% | 72.8%-5.4pp | 76.8%-9.5pp | 68.1%-0.7pp |
| Annual return | 16.11% | 22.65%-6.5pp | 113.70%-97.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,517 | $5,580+52.6% | $7,128+19.5% | $4,139+105.7% |
| Admin fee / account holder | $7,344 | $8,078-9.1% | $12,475-41.1% | $7,234+1.5% |