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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 | $25,755 | $176,105-85.4% | $159,474-83.8% | $167,536-84.6% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 23.26% | 331.91%-308.7pp | 263.68%-240.4pp | 478.82%-455.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,127 | $7,751+56.5% | $7,353+64.9% | $6,342+91.2% |
| Admin fee / account holder | $4,277 | $12,559-65.9% | $10,802-60.4% | $12,315-65.3% |