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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 | $38,616 | $144,130-73.2% | $117,861-67.2% | $147,586-73.8% |
| Participation rate | 26.1% | 83.4%-57.3pp | 79.7%-53.6pp | 82.8%-56.7pp |
| Annual return | 23.26% | 531.20%-507.9pp | 335.11%-311.8pp | 578.59%-555.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,996 | $5,316-62.5% | $4,482-55.5% | $5,439-63.3% |
| Admin fee / account holder | $440 | $10,887-96.0% | $8,021-94.5% | $10,886-96.0% |