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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 | $34,750 | $148,629-76.6% | $135,982-74.4% | $139,487-75.1% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 480.04% | 79.33%+400.7pp | 68.32%+411.7pp | 373.84%+106.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,868 | $8,102+58.8% | $7,760+65.8% | $6,713+91.7% |
| Admin fee / account holder | $6,629 | $12,406-46.6% | $10,767-38.4% | $11,407-41.9% |