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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 | $166,020-83.1% | $164,866-83.0% | $145,959-80.8% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 15.12% | 100.08%-85.0pp | 69.97%-54.8pp | 561.95%-546.8pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,313 | $6,961+5.1% | $6,033+21.2% | $6,689+9.3% |
| Admin fee / account holder | $4,476 | $16,644-73.1% | $12,689-64.7% | $13,398-66.6% |