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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 | $37,807 | $167,030-77.4% | $135,768-72.2% | $155,188-75.6% |
| Participation rate | 44.4% | 76.2%-31.7pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 10.33% | 678.39%-668.1pp | 526.10%-515.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,533 | $4,528-44.1% | $3,977-36.3% | $6,531-61.2% |
| Admin fee / account holder | $15,976 | $8,172+95.5% | $7,048+126.7% | $14,480+10.3% |