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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 | $21,972 | $155,555-85.9% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 22.92% | 115.41%-92.5pp | 102.85%-79.9pp | 148.84%-125.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $21,621 | $8,044+168.8% | $7,759+178.6% | $6,531+231.0% |
| Admin fee / account holder | $5,032 | $14,755-65.9% | $13,620-63.1% | $14,480-65.2% |