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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 | $45,952 | $183,516-75.0% | $155,534-70.5% | $145,884-68.5% |
| Participation rate | 36.8% | 82.7%-45.9pp | 78.2%-41.4pp | 80.3%-43.5pp |
| Annual return | 13.61% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,025 | $6,467-68.7% | $5,630-64.0% | $6,690-69.7% |
| Admin fee / account holder | $4,114 | $19,293-78.7% | $15,900-74.1% | $13,392-69.3% |