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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 | $57,607 | $159,978-64.0% | $147,041-60.8% | $145,978-60.5% |
| Participation rate | 22.7% | 84.0%-61.3pp | 82.2%-59.4pp | 80.3%-57.6pp |
| Annual return | 16.16% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,736 | $8,429-43.8% | $8,071-41.3% | $6,690-29.2% |
| Admin fee / account holder | $10,931 | $15,053-27.4% | $13,006-16.0% | $13,400-18.4% |