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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 | $23,524 | $172,111-86.3% | $150,298-84.3% | $137,256-82.9% |
| Participation rate | 45.8% | 81.7%-35.9pp | 77.8%-31.9pp | 80.0%-34.1pp |
| Annual return | 29.78% | 69.37%-39.6pp | 62.79%-33.0pp | 220.34%-190.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,255 | $6,166+50.1% | $5,453+69.7% | $6,407+44.5% |
| Admin fee / account holder | $1,370 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |