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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 | $31,558 | $78,670-59.9% | $109,173-71.1% | $85,847-63.2% |
| Participation rate | 61.3% | 68.3%-7.0pp | 75.9%-14.6pp | 69.3%-8.0pp |
| Annual return | 36.34% | 25.09%+11.2pp | 25.75%+10.6pp | 318.61%-282.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,568 | $3,467+2.9% | $4,654-23.3% | $3,952-9.7% |
| Admin fee / account holder | $535 | $5,469-90.2% | $6,755-92.1% | $6,261-91.5% |