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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 | $85,935 | $171,930-50.0% | $151,266-43.2% | $154,746-44.5% |
| Participation rate | 33.3% | 80.5%-47.2pp | 77.0%-43.6pp | 80.7%-47.4pp |
| Annual return | 15.34% | 242.03%-226.7pp | 180.60%-165.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,805 | $8,191-41.3% | $7,337-34.5% | $6,730-28.6% |
| Admin fee / account holder | $1,004 | $15,803-93.6% | $13,159-92.4% | $14,365-93.0% |