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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 | $27,674 | $166,131-83.3% | $164,975-83.2% | $145,877-81.0% |
| Participation rate | 19.0% | 82.0%-63.0pp | 78.6%-59.6pp | 80.3%-61.3pp |
| Annual return | 12.39% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,144 | $6,962-26.1% | $6,033-14.7% | $6,691-23.1% |
| Admin fee / account holder | $4,451 | $16,648-73.3% | $12,688-64.9% | $13,402-66.8% |