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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 | $30,381 | $157,296-80.7% | $141,191-78.5% | $152,897-80.1% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 21.78% | 64.34%-42.6pp | 71.41%-49.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $795 | $5,262-84.9% | $4,736-83.2% | $4,764-83.3% |
| Participant deferral / active EE | $4,004 | $7,111-43.7% | $6,710-40.3% | $5,851-31.6% |
| Admin fee / account holder | $1,216 | $12,125-90.0% | $10,264-88.2% | $11,599-89.5% |