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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 | $26,733 | $160,040-83.3% | $147,096-81.8% | $145,877-81.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 20.22% | 98.49%-78.3pp | 419.75%-399.5pp | 551.28%-531.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,266 | $8,429-37.5% | $8,071-34.8% | $6,691-21.3% |
| Admin fee / account holder | $336 | $15,050-97.8% | $13,005-97.4% | $13,402-97.5% |