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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 | $44,756 | $162,136-72.4% | $152,301-70.6% | $154,746-71.1% |
| Participation rate | 47.8% | 84.1%-36.3pp | 82.4%-34.6pp | 80.7%-32.9pp |
| Annual return | 16.60% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,185 | $8,341-61.8% | $8,004-60.2% | $6,730-52.7% |
| Admin fee / account holder | $946 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |