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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 | $165,584-48.1% | $142,942-39.9% | $137,256-37.4% |
| Participation rate | 33.3% | 80.1%-46.7pp | 76.8%-43.5pp | 80.0%-46.6pp |
| Annual return | 15.34% | 164.22%-148.9pp | 113.70%-98.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,805 | $8,194-41.4% | $7,128-32.6% | $6,407-25.0% |
| Admin fee / account holder | $1,004 | $16,167-93.8% | $12,475-91.9% | $12,270-91.8% |