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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 | $40,549 | $165,399-75.5% | $149,745-72.9% | $158,982-74.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 15.67% | 348.34%-332.7pp | 276.72%-261.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,951 | $7,183-58.9% | $6,843-56.9% | $5,983-50.7% |
| Admin fee / account holder | $2,847 | $10,811-73.7% | $9,312-69.4% | $11,252-74.7% |