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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 | $22,609 | $211,105-89.3% | $178,449-87.3% | $145,978-84.5% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.8pp | 80.3%-24.0pp |
| Annual return | 22.36% | 30.19%-7.8pp | 27.09%-4.7pp | 550.52%-528.2pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,747 | $6,959-31.8% | $6,277-24.4% | $6,690-29.0% |
| Admin fee / account holder | $3,431 | $12,017-71.4% | $10,362-66.9% | $13,400-74.4% |