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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 | $158,393-45.7% | $143,412-40.1% | $155,188-44.6% |
| Participation rate | 33.3% | 79.7%-46.4pp | 78.5%-45.1pp | 80.8%-47.5pp |
| Annual return | 15.34% | 324.22%-308.9pp | 256.99%-241.6pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,805 | $7,193-33.2% | $6,816-29.5% | $6,531-26.4% |
| Admin fee / account holder | $1,004 | $12,964-92.3% | $11,396-91.2% | $14,480-93.1% |