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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 | $33,084 | $157,296-79.0% | $141,191-76.6% | $152,897-78.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.11% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $904 | $5,262-82.8% | $4,736-80.9% | $4,764-81.0% |
| Participant deferral / active EE | $5,537 | $7,111-22.1% | $6,710-17.5% | $5,851-5.4% |
| Admin fee / account holder | $325 | $12,125-97.3% | $10,264-96.8% | $11,599-97.2% |