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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 | $154,228-71.0% | $145,433-69.2% | $137,256-67.4% |
| Participation rate | 47.8% | 83.8%-36.0pp | 82.1%-34.3pp | 80.0%-32.1pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,185 | $8,216-61.2% | $7,897-59.7% | $6,407-50.3% |
| Admin fee / account holder | $946 | $14,344-93.4% | $13,129-92.8% | $12,270-92.3% |