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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 | $35,285 | $227,597-84.5% | $189,575-81.4% | $167,536-78.9% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 8.72% | 78.44%-69.7pp | 64.19%-55.5pp | 478.82%-470.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,539 | $7,002-78.0% | $6,174-75.1% | $6,342-75.7% |
| Admin fee / account holder | $497 | $11,877-95.8% | $9,806-94.9% | $12,315-96.0% |