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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 | $30,973 | $167,533-81.5% | $151,645-79.6% | $134,545-77.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -19.15% | 7.81%-27.0pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $951 | $6,828-86.1% | $6,165-84.6% | $4,742-79.9% |
| Participant deferral / active EE | $4,421 | $8,985-50.8% | $8,363-47.1% | $6,401-30.9% |
| Admin fee / account holder | $316 | $13,781-97.7% | $11,614-97.3% | $11,431-97.2% |