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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 | $28,877 | $180,749-84.0% | $160,784-82.0% | $137,256-79.0% |
| Participation rate | 46.7% | 80.0%-33.3pp | 77.0%-30.3pp | 80.0%-33.3pp |
| Annual return | 15.84% | 2234.46%-2218.6pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,098 | $6,844-69.4% | $6,293-66.7% | $6,407-67.3% |
| Admin fee / account holder | $3,549 | $10,397-65.9% | $9,717-63.5% | $12,270-71.1% |