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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 | $45,214 | $202,440-77.7% | $169,390-73.3% | $139,466-67.6% |
| Participation rate | 41.2% | 81.1%-39.9pp | 77.2%-36.0pp | 80.3%-39.2pp |
| Annual return | 11.04% | 532.36%-521.3pp | 406.07%-395.0pp | 373.66%-362.6pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,459 | $6,940-64.6% | $6,222-60.5% | $6,712-63.4% |
| Admin fee / account holder | $2,109 | $10,722-80.3% | $9,015-76.6% | $11,409-81.5% |