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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 | $21,242 | $176,077-87.9% | $159,455-86.7% | $167,518-87.3% |
| Participation rate | 64.7% | 84.9%-20.2pp | 82.8%-18.1pp | 82.1%-17.4pp |
| Annual return | 20.62% | 331.83%-311.2pp | 263.63%-243.0pp | 478.71%-458.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,941 | $7,751-23.4% | $7,353-19.2% | $6,342-6.3% |
| Admin fee / account holder | $2,587 | $12,556-79.4% | $10,800-76.0% | $12,312-79.0% |