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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 | $23,874 | $176,077-86.4% | $159,455-85.0% | $167,518-85.7% |
| Participation rate | 61.1% | 84.9%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 11.02% | 331.83%-320.8pp | 263.63%-252.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,617 | $7,751-27.5% | $7,353-23.6% | $6,342-11.4% |
| Admin fee / account holder | $1,088 | $12,556-91.3% | $10,800-89.9% | $12,312-91.2% |