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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 | $54,483 | $156,398-65.2% | $147,318-63.0% | $138,895-60.8% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.7pp | 79.9%-32.6pp |
| Annual return | 17.98% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,239 | $8,237-48.5% | $7,906-46.4% | $6,396-33.7% |
| Admin fee / account holder | $2,633 | $14,976-82.4% | $13,708-80.8% | $12,562-79.0% |