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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 | $60,399 | $176,120-65.7% | $159,487-62.1% | $167,553-64.0% |
| Participation rate | 47.6% | 85.0%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 10.52% | 331.95%-321.4pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,756 | $7,752-25.7% | $7,354-21.7% | $6,343-9.3% |
| Admin fee / account holder | $10,068 | $12,561-19.8% | $10,804-6.8% | $12,316-18.3% |