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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 | $37,551 | $102,595-63.4% | $94,057-60.1% | $154,746-75.7% |
| Participation rate | 26.3% | 76.0%-49.7pp | 73.3%-47.0pp | 80.7%-54.4pp |
| Annual return | 15.28% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $284 | $3,147-91.0% | $2,933-90.3% | $4,379-93.5% |
| Participant deferral / active EE | $1,479 | $5,118-71.1% | $4,709-68.6% | $6,730-78.0% |
| Admin fee / account holder | $728 | $7,736-90.6% | $7,244-90.0% | $14,365-94.9% |