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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 | $29,302 | $228,352-87.2% | $185,835-84.2% | $158,966-81.6% |
| Participation rate | 53.3% | 82.3%-29.0pp | 78.0%-24.7pp | 82.0%-28.6pp |
| Annual return | 18.07% | 40.81%-22.7pp | 35.96%-17.9pp | 302.95%-284.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,501 | $6,416-61.0% | $5,633-55.6% | $5,983-58.2% |
| Admin fee / account holder | $1,841 | $11,867-84.5% | $9,502-80.6% | $11,250-83.6% |