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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 | $21,848 | $180,749-87.9% | $160,784-86.4% | $137,256-84.1% |
| Participation rate | 53.3% | 80.0%-26.6pp | 77.0%-23.6pp | 80.0%-26.6pp |
| Annual return | 17.03% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,474 | $6,844-63.9% | $6,293-60.7% | $6,407-61.4% |
| Admin fee / account holder | $1,127 | $10,397-89.2% | $9,717-88.4% | $12,270-90.8% |