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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 | $25,049 | $117,846-78.7% | $102,434-75.5% | $145,884-82.8% |
| Participation rate | 58.8% | 78.6%-19.8pp | 76.5%-17.7pp | 80.3%-21.5pp |
| Annual return | 14.49% | 31.90%-17.4pp | 29.46%-15.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,648 | $5,733-18.9% | $5,055-8.0% | $6,690-30.5% |
| Admin fee / account holder | $1,269 | $13,356-90.5% | $9,462-86.6% | $13,392-90.5% |