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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 | $52,010 | $196,972-73.6% | $182,262-71.5% | $198,609-73.8% |
| Participation rate | 58.8% | 85.7%-26.9pp | 84.2%-25.4pp | 82.4%-23.6pp |
| Annual return | 18.61% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,265 | $8,643-4.4% | $8,276-0.1% | $6,977+18.5% |
| Admin fee / account holder | $1,570 | $18,429-91.5% | $16,712-90.6% | $19,030-91.8% |