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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 | $27,964 | $167,522-83.3% | $151,639-81.6% | $134,532-79.2% |
| Participation rate | 68.4% | 88.4%-20.0pp | 87.5%-19.1pp | 81.2%-12.8pp |
| Annual return | -1.91% | 7.81%-9.7pp | 3.34%-5.2pp | 418.27%-420.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,609 | $8,986-48.7% | $8,363-44.9% | $6,401-28.0% |
| Admin fee / account holder | $871 | $13,780-93.7% | $11,613-92.5% | $11,429-92.4% |