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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 | $31,196 | $108,911-71.4% | $100,392-68.9% | $145,884-78.6% |
| Participation rate | 68.8% | 83.0%-14.2pp | 81.5%-12.8pp | 80.3%-11.6pp |
| Annual return | 22.99% | 58.23%-35.2pp | 49.45%-26.5pp | 551.85%-528.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $38,067 | $8,459+350.0% | $8,090+370.6% | $6,690+469.0% |
| Admin fee / account holder | $9,316 | $9,698-3.9% | $7,904+17.9% | $13,392-30.4% |