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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 | $52,354 | $58,258-10.1% | $81,820-36.0% | $80,925-35.3% |
| Participation rate | 48.0% | 63.5%-15.5pp | 72.4%-24.4pp | 67.7%-19.7pp |
| Annual return | 15.75% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,608 | $3,284+70.8% | $4,323+29.7% | $4,299+30.5% |
| Admin fee / account holder | $5,205 | $4,976+4.6% | $7,391-29.6% | $6,940-25.0% |