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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 | $37,447 | $160,040-76.6% | $147,096-74.5% | $145,877-74.3% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.80% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,133 | $8,429-3.5% | $8,071+0.8% | $6,691+21.6% |
| Admin fee / account holder | $7,774 | $15,050-48.3% | $13,005-40.2% | $13,402-42.0% |