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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 | $7,283 | $154,754-95.3% | $124,206-94.1% | $138,895-94.8% |
| Participation rate | 68.8% | 75.5%-6.7pp | 69.6%-0.8pp | 79.9%-11.2pp |
| Annual return | 19.43% | 709.28%-689.9pp | 515.27%-495.8pp | 145.39%-126.0pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,399 | $4,621-48.1% | $3,968-39.5% | $6,396-62.5% |
| Admin fee / account holder | $545 | $6,690-91.9% | $5,929-90.8% | $12,562-95.7% |