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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 | $24,891 | $76,551-67.5% | $123,894-79.9% | $62,881-60.4% |
| Participation rate | 45.9% | 73.0%-27.0pp | 81.4%-35.5pp | 69.3%-23.4pp |
| Annual return | 46.38% | 18.68%+27.7pp | 47.52%-1.1pp | 20.14%+26.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,341 | $4,840+51.7% | $5,984+22.7% | $3,203+129.2% |
| Admin fee / account holder | $3,311 | $4,826-31.4% | $8,357-60.4% | $4,296-22.9% |