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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 | $55,653 | $162,136-65.7% | $152,301-63.5% | $154,746-64.0% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 40.59% | 91.02%-50.4pp | 80.50%-39.9pp | 172.34%-131.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,991 | $8,341+67.7% | $8,004+74.8% | $6,730+107.9% |
| Admin fee / account holder | $1,684 | $15,759-89.3% | $14,398-88.3% | $14,365-88.3% |