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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 | $20,711 | $227,566-90.9% | $189,558-89.1% | $167,518-87.6% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.5%-17.3pp | 82.1%-21.0pp |
| Annual return | 12.31% | 78.43%-66.1pp | 64.19%-51.9pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,690 | $7,002-47.3% | $6,174-40.2% | $6,342-41.8% |
| Admin fee / account holder | $1,809 | $11,881-84.8% | $9,809-81.6% | $12,312-85.3% |