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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 | $28,239 | $117,846-76.0% | $102,434-72.4% | $145,884-80.6% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 15.25% | 31.90%-16.6pp | 29.46%-14.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,880 | $5,733-14.9% | $5,055-3.5% | $6,690-27.1% |
| Admin fee / account holder | $350 | $13,356-97.4% | $9,462-96.3% | $13,392-97.4% |