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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 | $20,406 | $124,330-83.6% | $109,173-81.3% | $167,536-87.8% |
| Participation rate | 40.0% | 79.5%-39.5pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 13.53% | 26.04%-12.5pp | 25.75%-12.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $671 | $4,209-84.1% | $3,723-82.0% | $4,839-86.1% |
| Participant deferral / active EE | $5,547 | $5,256+5.5% | $4,654+19.2% | $6,342-12.5% |
| Admin fee / account holder | $3,887 | $7,974-51.3% | $6,755-42.5% | $12,315-68.4% |