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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 | $25,118 | $157,304-84.0% | $141,197-82.2% | $152,909-83.6% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 27.79% | 64.34%-36.6pp | 71.41%-43.6pp | 345.46%-317.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,749 | $7,111-19.2% | $6,710-14.3% | $5,851-1.8% |
| Admin fee / account holder | $1,858 | $12,126-84.7% | $10,265-81.9% | $11,601-84.0% |