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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 | $50,449 | $165,381-69.5% | $149,730-66.3% | $158,966-68.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 29.69% | 348.29%-318.6pp | 276.70%-247.0pp | 302.95%-273.3pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,264 | $7,182+15.1% | $6,843+20.8% | $5,983+38.1% |
| Admin fee / account holder | $18,803 | $10,809+74.0% | $9,310+102.0% | $11,250+67.1% |