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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 | $39,525 | $102,595-61.5% | $94,057-58.0% | $154,746-74.5% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 15.56% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,035 | $5,118-21.2% | $4,709-14.3% | $6,730-40.0% |
| Admin fee / account holder | $1,397 | $7,736-81.9% | $7,244-80.7% | $14,365-90.3% |