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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 | $22,535 | $129,737-82.6% | $119,126-81.1% | $154,746-85.4% |
| Participation rate | 38.1% | 78.9%-40.8pp | 75.8%-37.7pp | 80.7%-42.6pp |
| Annual return | 16.62% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,570 | $5,842-56.0% | $5,318-51.7% | $6,730-61.8% |
| Admin fee / account holder | $1,219 | $11,961-89.8% | $10,693-88.6% | $14,365-91.5% |