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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 | $39,210 | $125,778-68.8% | $114,563-65.8% | $154,746-74.7% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.9%-28.5pp | 80.7%-36.3pp |
| Annual return | 9.54% | 295.14%-285.6pp | 241.09%-231.6pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,617 | $4,445+26.4% | $4,142+35.6% | $6,730-16.5% |
| Admin fee / account holder | $2,923 | $8,190-64.3% | $7,623-61.7% | $14,365-79.7% |