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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 | $22,190 | $183,516-87.9% | $155,534-85.7% | $145,884-84.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.94% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,237 | $6,467-65.4% | $5,630-60.3% | $6,690-66.6% |
| Admin fee / account holder | $1,696 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |