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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 | $44,082 | $107,363-58.9% | $92,909-52.6% | $152,897-71.2% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 20.71% | 145.63%-124.9pp | 109.44%-88.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,476 | $4,848-28.3% | $4,238-18.0% | $5,851-40.6% |
| Admin fee / account holder | $2,772 | $7,082-60.9% | $5,795-52.2% | $11,599-76.1% |