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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 | $26,430 | $115,903-77.2% | $100,528-73.7% | $158,966-83.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.8pp | 82.0%-15.3pp |
| Annual return | 16.75% | 34.80%-18.1pp | 30.90%-14.1pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,257 | $6,677+23.7% | $6,271+31.7% | $5,983+38.0% |
| Admin fee / account holder | $1,899 | $11,000-82.7% | $8,084-76.5% | $11,250-83.1% |