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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 | $20,581 | $181,062-88.6% | $158,223-87.0% | $155,188-86.7% |
| Participation rate | 35.7% | 82.7%-46.9pp | 79.2%-43.5pp | 80.8%-45.1pp |
| Annual return | 15.03% | 57.39%-42.4pp | 52.09%-37.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,231 | $6,134-47.3% | $5,467-40.9% | $6,531-50.5% |
| Admin fee / account holder | $1,758 | $18,825-90.7% | $16,047-89.0% | $14,480-87.9% |