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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 | $37,598 | $157,276-76.1% | $141,177-73.4% | $152,885-75.4% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 19.81% | 64.33%-44.5pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $405 | $5,262-92.3% | $4,736-91.4% | $4,763-91.5% |
| Participant deferral / active EE | $2,640 | $7,110-62.9% | $6,710-60.7% | $5,851-54.9% |
| Admin fee / account holder | $4,517 | $12,123-62.7% | $10,263-56.0% | $11,598-61.1% |