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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 | $22,062 | $134,817-83.6% | $123,973-82.2% | $155,188-85.8% |
| Participation rate | 23.5% | 79.4%-55.9pp | 76.7%-53.1pp | 80.8%-57.3pp |
| Annual return | 29.53% | 515.49%-486.0pp | 388.13%-358.6pp | 148.84%-119.3pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,699 | $5,706+17.4% | $5,247+27.7% | $6,531+2.6% |
| Admin fee / account holder | $506 | $13,245-96.2% | $11,799-95.7% | $14,480-96.5% |