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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 | $23,596 | $109,372-78.4% | $89,414-73.6% | $158,966-85.2% |
| Participation rate | 38.1% | 74.3%-36.2pp | 68.0%-29.9pp | 82.0%-43.9pp |
| Annual return | 10.50% | 345.55%-335.1pp | 245.50%-235.0pp | 302.95%-292.4pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,302 | $4,598-6.4% | $3,890+10.6% | $5,983-28.1% |
| Admin fee / account holder | $1,502 | $6,156-75.6% | $4,883-69.2% | $11,250-86.7% |