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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 | $46,884 | $181,062-74.1% | $158,223-70.4% | $155,188-69.8% |
| Participation rate | 29.2% | 82.7%-53.5pp | 79.2%-50.0pp | 80.8%-51.6pp |
| Annual return | 204.49% | 57.39%+147.1pp | 52.09%+152.4pp | 148.84%+55.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,663 | $6,134-56.6% | $5,467-51.3% | $6,531-59.2% |
| Admin fee / account holder | $2,587 | $18,825-86.3% | $16,047-83.9% | $14,480-82.1% |