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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 | $75,103 | $180,749-58.4% | $160,784-53.3% | $137,256-45.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 22.66% | 2234.46%-2211.8pp | 1803.92%-1781.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,617 | $6,844+186.6% | $6,293+211.7% | $6,407+206.2% |
| Admin fee / account holder | $412 | $10,397-96.0% | $9,717-95.8% | $12,270-96.6% |