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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 | $67,292 | $176,077-61.8% | $159,455-57.8% | $167,518-59.8% |
| Participation rate | 47.1% | 84.9%-37.9pp | 82.8%-35.8pp | 82.1%-35.1pp |
| Annual return | 10.82% | 331.83%-321.0pp | 263.63%-252.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,305 | $7,751+7.1% | $7,353+12.9% | $6,342+31.0% |
| Admin fee / account holder | $26,729 | $12,556+112.9% | $10,800+147.5% | $12,312+117.1% |