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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 | $63,257 | $217,432-70.9% | $185,849-66.0% | $167,536-62.2% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 13.04% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,372 | $6,357-62.7% | $5,569-57.4% | $6,342-62.6% |
| Admin fee / account holder | $472 | $19,818-97.6% | $16,244-97.1% | $12,315-96.2% |