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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 | $51,705 | $165,381-68.7% | $149,730-65.5% | $158,966-67.5% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 16.55% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,977 | $7,182-58.5% | $6,843-56.5% | $5,983-50.2% |
| Admin fee / account holder | $4,590 | $10,809-57.5% | $9,310-50.7% | $11,250-59.2% |