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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 | $30,768 | $98,760-68.8% | $149,715-79.4% | $79,858-61.5% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.5%-13.6pp | 69.6%-0.7pp |
| Annual return | 31.31% | 27.43%+3.9pp | 276.66%-245.3pp | 31.72%-0.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,201 | $5,681+79.6% | $6,842+49.1% | $3,740+172.7% |
| Admin fee / account holder | $5,833 | $6,053-3.6% | $9,310-37.3% | $5,306+9.9% |