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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 | $22,877 | $97,125-76.4% | $86,233-73.5% | $137,256-83.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 21.52% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,740 | $5,180+10.8% | $4,559+25.9% | $6,407-10.4% |
| Admin fee / account holder | $739 | $9,725-92.4% | $8,342-91.1% | $12,270-94.0% |