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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 | $25,227 | $57,541-56.2% | $95,759-73.7% | $75,177-66.4% |
| Participation rate | 67.6% | 62.5%+5.1pp | 72.3%-4.6pp | 67.2%+0.4pp |
| Annual return | 17.37% | 34.93%-17.6pp | 28.42%-11.0pp | 160.75%-143.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,580 | $3,074-48.6% | $4,244-62.8% | $4,126-61.7% |
| Admin fee / account holder | $531 | $4,099-87.0% | $5,678-90.6% | $5,651-90.6% |