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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 | $23,553 | $160,028-85.3% | $147,080-84.0% | $145,884-83.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 11.60% | 98.60%-87.0pp | 420.17%-408.6pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,543 | $8,422-57.9% | $8,066-56.1% | $6,690-47.0% |
| Admin fee / account holder | $524 | $15,030-96.5% | $12,989-96.0% | $13,392-96.1% |