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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 | $155,555-71.2% | $146,866-69.5% | $155,188-71.2% |
| Participation rate | 47.8% | 84.0%-36.1pp | 82.5%-34.7pp | 80.8%-33.0pp |
| Annual return | 16.60% | 115.41%-98.8pp | 102.85%-86.3pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,185 | $8,044-60.4% | $7,759-59.0% | $6,531-51.2% |
| Admin fee / account holder | $946 | $14,755-93.6% | $13,620-93.1% | $14,480-93.5% |