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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 | $44,653 | $155,555-71.3% | $146,866-69.6% | $155,188-71.2% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.5%-29.2pp | 80.8%-27.5pp |
| Annual return | 16.04% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,403 | $8,044-57.7% | $7,759-56.1% | $6,531-47.9% |
| Admin fee / account holder | $452 | $14,755-96.9% | $13,620-96.7% | $14,480-96.9% |