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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 | $38,140 | $112,131-66.0% | $95,964-60.3% | $158,982-76.0% |
| Participation rate | 58.3% | 79.0%-20.7pp | 77.1%-18.8pp | 82.0%-23.6pp |
| Annual return | 23.89% | 171.19%-147.3pp | 91.64%-67.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,301 | $4,784-51.9% | $4,167-44.8% | $5,983-61.5% |
| Admin fee / account holder | $1,410 | $10,136-86.1% | $6,797-79.3% | $11,252-87.5% |