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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 | $59,727 | $132,634-55.0% | $115,768-48.4% | $137,256-56.5% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.4%-6.0pp | 80.0%-11.5pp |
| Annual return | 14.45% | 160.70%-146.2pp | 100.46%-86.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,616 | $5,619-35.6% | $4,917-26.5% | $6,407-43.6% |
| Admin fee / account holder | $12,038 | $15,028-19.9% | $12,439-3.2% | $12,270-1.9% |