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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 | $35,936 | $227,633-84.2% | $189,597-81.0% | $167,553-78.6% |
| Participation rate | 54.5% | 82.5%-28.0pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 10.88% | 78.45%-67.6pp | 64.20%-53.3pp | 478.89%-468.0pp |
| Employer contribution / active EE | $566 | $5,317-89.4% | $4,412-87.2% | $4,840-88.3% |
| Participant deferral / active EE | $4,276 | $7,003-38.9% | $6,174-30.7% | $6,343-32.6% |
| Admin fee / account holder | $7,495 | $11,879-36.9% | $9,807-23.6% | $12,316-39.1% |