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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 | $33,425 | $100,203-66.6% | $85,240-60.8% | $145,897-77.1% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 10.59% | 84.28%-73.7pp | 66.75%-56.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,105 | $5,299-79.1% | $4,527-75.6% | $6,689-83.5% |
| Admin fee / account holder | $1,365 | $7,265-81.2% | $6,165-77.9% | $13,390-89.8% |