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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 | $61,647 | $165,381-62.7% | $149,730-58.8% | $158,966-61.2% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 19.58% | 348.29%-328.7pp | 276.70%-257.1pp | 302.95%-283.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,755 | $7,182-47.7% | $6,843-45.1% | $5,983-37.2% |
| Admin fee / account holder | $1,094 | $10,809-89.9% | $9,310-88.2% | $11,250-90.3% |