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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 | $47,254 | $211,224-77.6% | $178,505-73.5% | $145,897-67.6% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 18.52% | 30.28%-11.8pp | 27.16%-8.6pp | 552.29%-533.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,965 | $6,966+129.2% | $6,280+154.2% | $6,689+138.7% |
| Admin fee / account holder | $9,238 | $12,109-23.7% | $10,428-11.4% | $13,390-31.0% |