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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 | $25,198 | $133,998-81.2% | $112,263-77.6% | $134,545-81.3% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.7pp | 81.2%-51.8pp |
| Annual return | 5.90% | 47.17%-41.3pp | 27.49%-21.6pp | 418.37%-412.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,373 | $5,292-17.4% | $4,729-7.5% | $6,401-31.7% |
| Admin fee / account holder | $365 | $7,493-95.1% | $6,410-94.3% | $11,431-96.8% |