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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 | $83,228 | $154,193-46.0% | $130,045-36.0% | $139,466-40.3% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.5%-43.2pp | 80.3%-45.0pp |
| Annual return | 18.35% | 32.51%-14.2pp | -137.30%+155.7pp | 373.66%-355.3pp |
| Employer contribution / active EE | $468 | $5,292-91.2% | $4,321-89.2% | $4,754-90.2% |
| Participant deferral / active EE | $3,530 | $6,709-47.4% | $5,820-39.3% | $6,712-47.4% |
| Admin fee / account holder | $595 | $13,989-95.7% | $10,600-94.4% | $11,409-94.8% |