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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 | $19,949 | $90,691-78.0% | $76,119-73.8% | $145,884-86.3% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 20.48% | 624.52%-604.0pp | 361.25%-340.8pp | 551.85%-531.4pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,636 | $5,167-10.3% | $4,259+8.8% | $6,690-30.7% |
| Admin fee / account holder | $400 | $8,383-95.2% | $6,421-93.8% | $13,392-97.0% |