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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 | $38,741 | $201,372-80.8% | $184,260-79.0% | $145,884-73.4% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 10.65% | 29.04%-18.4pp | 28.84%-18.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,554 | $9,808-33.2% | $9,133-28.2% | $6,690-2.0% |
| Admin fee / account holder | $372 | $16,362-97.7% | $13,898-97.3% | $13,392-97.2% |