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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 | $47,631 | $118,869-59.9% | $96,575-50.7% | $167,518-71.6% |
| Participation rate | 18.8% | 75.5%-56.7pp | 69.8%-51.1pp | 82.1%-63.4pp |
| Annual return | 15.50% | 50.49%-35.0pp | 37.79%-22.3pp | 478.71%-463.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,648 | $4,616-64.3% | $3,849-57.2% | $6,342-74.0% |
| Admin fee / account holder | $2,268 | $8,067-71.9% | $6,182-63.3% | $12,312-81.6% |