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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 | $55,994 | $105,145-46.7% | $94,664-40.8% | $139,466-59.9% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 21.47% | 38.09%-16.6pp | 156.84%-135.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,947 | $7,599-61.2% | $7,417-60.3% | $6,712-56.1% |
| Admin fee / account holder | $2,402 | $8,972-73.2% | $7,222-66.7% | $11,409-78.9% |