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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 | $30,375 | $183,539-83.5% | $155,556-80.5% | $145,897-79.2% |
| Participation rate | 35.3% | 82.7%-47.4pp | 78.2%-42.9pp | 80.3%-45.0pp |
| Annual return | 16.68% | 61.31%-44.6pp | 64.84%-48.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $1,005 | $5,315-81.1% | $4,675-78.5% | $4,663-78.4% |
| Participant deferral / active EE | $4,152 | $6,467-35.8% | $5,631-26.3% | $6,689-37.9% |
| Admin fee / account holder | $417 | $19,275-97.8% | $15,885-97.4% | $13,390-96.9% |