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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 | $37,049 | $175,231-78.9% | $149,696-75.3% | $139,466-73.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.64% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,232 | $6,521-35.1% | $5,682-25.5% | $6,712-36.9% |
| Admin fee / account holder | $1,451 | $16,155-91.0% | $13,212-89.0% | $11,409-87.3% |