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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 | $18,686 | $160,040-88.3% | $147,096-87.3% | $145,877-87.2% |
| Participation rate | 54.2% | 84.0%-29.9pp | 82.2%-28.0pp | 80.3%-26.1pp |
| Annual return | 13.29% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,904 | $8,429-65.6% | $8,071-64.0% | $6,691-56.6% |
| Admin fee / account holder | $5,269 | $15,050-65.0% | $13,005-59.5% | $13,402-60.7% |