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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 | $23,774 | $183,516-87.0% | $155,534-84.7% | $145,884-83.7% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 14.00% | 61.43%-47.4pp | 64.92%-50.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,763 | $6,467-41.8% | $5,630-33.2% | $6,690-43.7% |
| Admin fee / account holder | $330 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |