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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 | $27,450 | $134,817-79.6% | $123,973-77.9% | $155,188-82.3% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.7%-15.5pp | 80.8%-19.7pp |
| Annual return | 11.63% | 515.49%-503.9pp | 388.13%-376.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,728 | $5,706+17.9% | $5,247+28.2% | $6,531+3.0% |
| Admin fee / account holder | $11,426 | $13,245-13.7% | $11,799-3.2% | $14,480-21.1% |