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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 | $58,311-63.3% | $81,882-73.8% | $80,959-73.5% |
| Participation rate | 54.8% | 63.5%-8.7pp | 72.4%-17.6pp | 67.7%-12.9pp |
| Annual return | 42.65% | 41.85%+0.8pp | 779.47%-736.8pp | 35.67%+7.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,897 | $3,287+18.5% | $4,323-9.9% | $4,300-9.4% |
| Admin fee / account holder | $6,821 | $4,752+43.5% | $7,360-7.3% | $6,925-1.5% |