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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 | $23,192 | $125,778-81.6% | $114,563-79.8% | $154,746-85.0% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.9%-8.2pp | 80.7%-16.0pp |
| Annual return | 19.08% | 295.14%-276.1pp | 241.09%-222.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,082 | $4,445-30.6% | $4,142-25.6% | $6,730-54.2% |
| Admin fee / account holder | $1,026 | $8,190-87.5% | $7,623-86.5% | $14,365-92.9% |