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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 | $26,792 | $68,398-60.8% | $94,664-71.7% | $75,173-64.4% |
| Participation rate | 64.7% | 76.1%-11.4pp | 80.8%-16.1pp | 67.2%-2.5pp |
| Annual return | 30.29% | 616.72%-586.4pp | 156.84%-126.6pp | 160.72%-130.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,532 | $6,537+30.5% | $7,417+15.0% | $4,126+106.8% |
| Admin fee / account holder | $1,773 | $5,324-66.7% | $7,222-75.5% | $5,651-68.6% |