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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 | $36,116 | $217,432-83.4% | $185,851-80.6% | $167,553-78.4% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 11.14% | 148.43%-137.3pp | 122.11%-111.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,269 | $6,357-48.6% | $5,569-41.3% | $6,343-48.5% |
| Admin fee / account holder | $581 | $19,820-97.1% | $16,245-96.4% | $12,316-95.3% |