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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 | $51,397 | $125,778-59.1% | $114,563-55.1% | $154,746-66.8% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.9%-26.7pp | 80.7%-34.5pp |
| Annual return | 16.21% | 295.14%-278.9pp | 241.09%-224.9pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,278 | $4,445-48.8% | $4,142-45.0% | $6,730-66.2% |
| Admin fee / account holder | $5,893 | $8,190-28.0% | $7,623-22.7% | $14,365-59.0% |