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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 | $32,545 | $148,623-78.1% | $135,974-76.1% | $139,466-76.7% |
| Participation rate | 38.1% | 83.9%-45.8pp | 81.9%-43.8pp | 80.3%-42.2pp |
| Annual return | 39.98% | 79.30%-39.3pp | 68.30%-28.3pp | 373.66%-333.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,267 | $8,103-47.3% | $7,760-45.0% | $6,712-36.4% |
| Admin fee / account holder | $1,888 | $12,406-84.8% | $10,767-82.5% | $11,409-83.4% |