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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 | $44,166 | $197,625-77.7% | $177,840-75.2% | $158,966-72.2% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.7%-32.2pp | 82.0%-26.4pp |
| Annual return | 23.04% | 58.76%-35.7pp | 48.32%-25.3pp | 302.95%-279.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,729 | $8,405+15.8% | $7,714+26.1% | $5,983+62.6% |
| Admin fee / account holder | $8,569 | $15,405-44.4% | $12,431-31.1% | $11,250-23.8% |