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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 | $27,232 | $100,262-72.8% | $81,370-66.5% | $145,897-81.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 15.47% | 34.52%-19.0pp | 24.85%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,322 | $4,612+58.8% | $3,885+88.5% | $6,689+9.5% |
| Admin fee / account holder | $661 | $8,163-91.9% | $5,749-88.5% | $13,390-95.1% |