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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 | $33,326 | $155,555-78.6% | $146,866-77.3% | $155,188-78.5% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.5%-38.1pp | 80.8%-36.4pp |
| Annual return | 16.32% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,350 | $8,044-33.5% | $7,759-31.1% | $6,531-18.1% |
| Admin fee / account holder | $7,546 | $14,755-48.9% | $13,620-44.6% | $14,480-47.9% |