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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 | $46,953 | $100,895-53.5% | $90,430-48.1% | $158,950-70.5% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.7%-30.6pp | 82.0%-39.9pp |
| Annual return | 10.95% | 1725.54%-1714.6pp | 1293.73%-1282.8pp | 302.91%-292.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,957 | $4,347-55.0% | $3,963-50.6% | $5,983-67.3% |
| Admin fee / account holder | $2,993 | $6,505-54.0% | $5,613-46.7% | $11,248-73.4% |