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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 | $29,028 | $180,749-83.9% | $160,784-81.9% | $137,256-78.9% |
| Participation rate | 30.8% | 80.0%-49.2pp | 77.0%-46.2pp | 80.0%-49.2pp |
| Annual return | 12.80% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,210 | $6,844-38.5% | $6,293-33.1% | $6,407-34.3% |
| Admin fee / account holder | $2,076 | $10,397-80.0% | $9,717-78.6% | $12,270-83.1% |