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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 | $24,708 | $148,582-83.4% | $135,942-81.8% | $139,456-82.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 40.17% | 79.26%-39.1pp | 68.28%-28.1pp | 373.45%-333.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $11,567 | $8,101+42.8% | $7,759+49.1% | $6,711+72.3% |
| Admin fee / account holder | $6,385 | $12,402-48.5% | $10,764-40.7% | $11,407-44.0% |