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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 | $27,021 | $72,071-62.5% | $68,368-60.5% | $137,256-80.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 18.14% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $918 | $4,410-79.2% | $4,123-77.7% | $6,407-85.7% |
| Admin fee / account holder | $455 | $5,336-91.5% | $5,150-91.2% | $12,270-96.3% |