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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 | $26,181 | $157,276-83.4% | $141,177-81.5% | $152,885-82.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 35.79% | 64.33%-28.5pp | 71.40%-35.6pp | 345.39%-309.6pp |
| Employer contribution / active EE | $467 | $5,262-91.1% | $4,736-90.1% | $4,763-90.2% |
| Participant deferral / active EE | $6,867 | $7,110-3.4% | $6,710+2.3% | $5,851+17.4% |
| Admin fee / account holder | $14,190 | $12,123+17.1% | $10,263+38.3% | $11,598+22.3% |