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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 | $25,477 | $142,426-82.1% | $115,167-77.9% | $152,909-83.3% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.5%-40.8pp |
| Annual return | 49.32% | 41.48%+7.8pp | 35.60%+13.7pp | 345.46%-296.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,254 | $5,165+21.1% | $4,169+50.0% | $5,851+6.9% |
| Admin fee / account holder | $513 | $8,464-93.9% | $7,089-92.8% | $11,601-95.6% |