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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 | $36,156 | $114,119-68.3% | $107,187-66.3% | $138,895-74.0% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 79.9%-11.5pp |
| Annual return | 158.15% | 273.21%-115.1pp | 204.55%-46.4pp | 145.39%+12.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,225 | $5,538-41.8% | $5,096-36.7% | $6,396-49.6% |
| Admin fee / account holder | $856 | $10,024-91.5% | $9,162-90.7% | $12,562-93.2% |