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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 | $42,430 | $160,040-73.5% | $147,096-71.2% | $145,877-70.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 35.40% | 98.49%-63.1pp | 419.75%-384.3pp | 551.28%-515.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,802 | $8,429-54.9% | $8,071-52.9% | $6,691-43.2% |
| Admin fee / account holder | $3,154 | $15,050-79.0% | $13,005-75.7% | $13,402-76.5% |