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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 | $39,524 | $157,304-74.9% | $141,197-72.0% | $152,909-74.2% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 17.89% | 64.34%-46.5pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $66 | $5,263-98.7% | $4,736-98.6% | $4,764-98.6% |
| Participant deferral / active EE | $6,229 | $7,111-12.4% | $6,710-7.2% | $5,851+6.5% |
| Admin fee / account holder | $12,121 | $12,1260% | $10,265+18.1% | $11,601+4.5% |