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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 | $18,745 | $97,125-80.7% | $86,233-78.3% | $137,256-86.3% |
| Participation rate | 46.7% | 74.2%-27.5pp | 69.0%-22.4pp | 80.0%-33.3pp |
| Annual return | 18.76% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,521 | $5,180-51.3% | $4,559-44.7% | $6,407-60.7% |
| Admin fee / account holder | $1,168 | $9,725-88.0% | $8,342-86.0% | $12,270-90.5% |