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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 | $27,981 | $166,268-83.2% | $165,100-83.1% | $145,897-80.8% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 15.12% | 100.52%-85.4pp | 70.21%-55.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,313 | $6,964+5.0% | $6,035+21.2% | $6,689+9.3% |
| Admin fee / account holder | $4,476 | $16,659-73.1% | $12,696-64.7% | $13,390-66.6% |