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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 | $10,162 | $72,071-85.9% | $68,368-85.1% | $137,256-92.6% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.0%-61.2pp |
| Annual return | 14.77% | 353.14%-338.4pp | 292.57%-277.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $782 | $4,410-82.3% | $4,123-81.0% | $6,407-87.8% |
| Admin fee / account holder | $1,257 | $5,336-76.4% | $5,150-75.6% | $12,270-89.8% |