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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 | $107,079-33.2% | $151,266-52.7% | $87,485-18.2% |
| Participation rate | 67.3% | 71.1%-3.7pp | 77.0%-9.6pp | 68.9%-1.6pp |
| Annual return | 16.11% | 22.17%-6.1pp | 180.60%-164.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,174-100.0% | $4,237-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,517 | $5,789+47.1% | $7,337+16.1% | $4,274+99.3% |
| Admin fee / account holder | $7,344 | $8,059-8.9% | $13,159-44.2% | $7,775-5.5% |