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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 | $26,348 | $149,741-82.4% | $118,914-77.8% | $158,982-83.4% |
| Participation rate | 17.6% | 82.1%-64.5pp | 75.4%-57.8pp | 82.0%-64.3pp |
| Annual return | 7.86% | 19.94%-12.1pp | 35.89%-28.0pp | 302.99%-295.1pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,793 | $5,226-27.4% | $4,266-11.1% | $5,983-36.6% |
| Admin fee / account holder | $11,611 | $8,607+34.9% | $6,582+76.4% | $11,252+3.2% |