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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 | $52,053 | $226,105-77.0% | $182,540-71.5% | $152,897-66.0% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.0%-23.4pp | 82.5%-27.9pp |
| Annual return | 21.63% | 192.58%-170.9pp | 148.58%-126.9pp | 345.43%-323.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,064 | $6,370-67.6% | $5,525-62.6% | $5,851-64.7% |
| Admin fee / account holder | $1,370 | $10,706-87.2% | $8,593-84.1% | $11,599-88.2% |