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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 | $27,913 | $124,425-77.6% | $112,040-75.1% | $137,256-79.7% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 20.08% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,409 | $5,718-57.9% | $5,098-52.7% | $6,407-62.4% |
| Admin fee / account holder | $349 | $15,207-97.7% | $12,098-97.1% | $12,270-97.2% |