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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 | $21,422 | $58,241-63.2% | $81,780-73.8% | $80,911-73.5% |
| Participation rate | 54.8% | 63.4%-8.7pp | 72.4%-17.6pp | 67.6%-12.9pp |
| Annual return | 42.65% | 41.73%+0.9pp | 776.27%-733.6pp | 35.63%+7.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,897 | $3,283+18.7% | $4,321-9.8% | $4,297-9.3% |
| Admin fee / account holder | $6,821 | $4,973+37.2% | $7,384-7.6% | $6,935-1.6% |