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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 | $26,983 | $109,372-75.3% | $89,414-69.8% | $158,966-83.0% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.0%-21.3pp | 82.0%-35.3pp |
| Annual return | 7.64% | 345.55%-337.9pp | 245.50%-237.9pp | 302.95%-295.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,706 | $4,598+45.8% | $3,890+72.4% | $5,983+12.1% |
| Admin fee / account holder | $3,934 | $6,156-36.1% | $4,883-19.4% | $11,250-65.0% |