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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 | $10,590 | $57,312-81.5% | $86,617-87.8% | $75,181-85.9% |
| Participation rate | 58.3% | 63.2%-4.9pp | 71.7%-13.4pp | 67.2%-8.9pp |
| Annual return | 20.04% | 2672.78%-2652.7pp | 591.91%-571.9pp | 160.69%-140.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,023 | $3,319-39.0% | $4,437-54.4% | $4,126-51.0% |
| Admin fee / account holder | $380 | $4,114-90.8% | $5,613-93.2% | $5,650-93.3% |