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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 | $21,749 | $173,526-87.5% | $136,072-84.0% | $145,884-85.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.4%-19.3pp | 80.3%-23.2pp |
| Annual return | 14.18% | 1167.12%-1152.9pp | 580.46%-566.3pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,500 | $8,711-71.3% | $7,028-64.4% | $6,690-62.6% |
| Admin fee / account holder | $338 | $9,665-96.5% | $6,718-95.0% | $13,392-97.5% |