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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 | $44,029 | $183,592-76.0% | $155,574-71.7% | $145,877-69.8% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 32.88% | 61.37%-28.5pp | 64.87%-32.0pp | 551.28%-518.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,394 | $6,466-1.1% | $5,629+13.6% | $6,691-4.4% |
| Admin fee / account holder | $29,664 | $19,316+53.6% | $15,914+86.4% | $13,402+121.3% |