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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 | $32,540 | $107,363-69.7% | $92,909-65.0% | $152,897-78.7% |
| Participation rate | 16.7% | 79.8%-63.1pp | 76.0%-59.3pp | 82.5%-65.8pp |
| Annual return | 32.78% | 145.63%-112.8pp | 109.44%-76.7pp | 345.43%-312.6pp |
| Employer contribution / active EE | $223 | $4,222-94.7% | $3,653-93.9% | $4,764-95.3% |
| Participant deferral / active EE | $1,767 | $4,848-63.5% | $4,238-58.3% | $5,851-69.8% |
| Admin fee / account holder | $1,423 | $7,082-79.9% | $5,795-75.4% | $11,599-87.7% |