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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 | $23,456 | $165,361-85.8% | $149,715-84.3% | $158,950-85.2% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 22.38% | 348.24%-325.9pp | 276.66%-254.3pp | 302.91%-280.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,019 | $7,182-58.0% | $6,842-55.9% | $5,983-49.5% |
| Admin fee / account holder | $1,643 | $10,808-84.8% | $9,310-82.3% | $11,248-85.4% |