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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 | $38,717 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 41.2% | 83.8%-42.6pp | 82.1%-40.9pp | 80.0%-38.8pp |
| Annual return | 16.87% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,912 | $8,216-64.6% | $7,897-63.1% | $6,407-54.5% |
| Admin fee / account holder | $4,696 | $14,344-67.3% | $13,129-64.2% | $12,270-61.7% |