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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 | $29,595 | $176,105-83.2% | $159,474-81.4% | $167,536-82.3% |
| Participation rate | 57.9% | 85.0%-27.1pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 12.52% | 331.91%-319.4pp | 263.68%-251.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,681 | $7,751-65.4% | $7,353-63.5% | $6,342-57.7% |
| Admin fee / account holder | $756 | $12,559-94.0% | $10,802-93.0% | $12,315-93.9% |