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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 | $10,723 | $51,638-79.2% | $68,368-84.3% | $82,448-87.0% |
| Participation rate | 68.6% | 63.6%+5.0pp | 73.8%-5.2pp | 68.1%+0.5pp |
| Annual return | 24.22% | 37.53%-13.3pp | 292.57%-268.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,691 | $2,914+26.7% | $4,123-10.5% | $4,139-10.8% |
| Admin fee / account holder | $376 | $4,643-91.9% | $5,150-92.7% | $7,234-94.8% |