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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 | $33,720 | $211,239-84.0% | $178,528-81.1% | $145,877-76.9% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 15.73% | 30.22%-14.5pp | 27.11%-11.4pp | 551.28%-535.6pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,087 | $6,963+44.9% | $6,278+60.7% | $6,691+50.8% |
| Admin fee / account holder | $566 | $12,095-95.3% | $10,419-94.6% | $13,402-95.8% |