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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 | $41,828 | $148,623-71.9% | $135,974-69.2% | $139,466-70.0% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 17.31% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,903 | $8,103-51.8% | $7,760-49.7% | $6,712-41.8% |
| Admin fee / account holder | $1,192 | $12,406-90.4% | $10,767-88.9% | $11,409-89.5% |