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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 | $42,277 | $228,352-81.5% | $185,835-77.3% | $158,966-73.4% |
| Participation rate | 54.2% | 82.3%-28.1pp | 78.0%-23.9pp | 82.0%-27.8pp |
| Annual return | 20.72% | 40.81%-20.1pp | 35.96%-15.2pp | 302.95%-282.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,807 | $6,416-40.7% | $5,633-32.4% | $5,983-36.4% |
| Admin fee / account holder | $10,797 | $11,867-9.0% | $9,502+13.6% | $11,250-4.0% |