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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 | $22,087 | $173,526-87.3% | $136,072-83.8% | $145,884-84.9% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 11.67% | 1167.12%-1155.5pp | 580.46%-568.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,820 | $8,711-33.2% | $7,028-17.2% | $6,690-13.0% |
| Admin fee / account holder | $983 | $9,665-89.8% | $6,718-85.4% | $13,392-92.7% |