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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 | $18,111 | $96,388-81.2% | $80,627-77.5% | $139,466-87.0% |
| Participation rate | 68.4% | 73.6%-5.2pp | 67.0%+1.4pp | 80.3%-11.9pp |
| Annual return | 11.95% | 1352.08%-1340.1pp | 936.76%-924.8pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,148 | $5,224-58.9% | $4,443-51.6% | $6,712-68.0% |
| Admin fee / account holder | $724 | $6,603-89.0% | $5,381-86.5% | $11,409-93.7% |