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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 | $10,042 | $137,256-92.7% | $87,989-88.6% | $137,256-92.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 63.6%+3.1pp | 80.0%-13.3pp |
| Annual return | 17.65% | 220.34%-202.7pp | 15.56%+2.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $4,156-100.0% | $3,527-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,918 | $6,407-54.5% | $6,172-52.7% | $6,407-54.5% |
| Admin fee / account holder | $1,659 | $12,270-86.5% | $3,281-49.4% | $12,270-86.5% |