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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 | $45,802 | $212,386-78.4% | $199,883-77.1% | $138,895-67.0% |
| Participation rate | 55.6% | 87.4%-31.8pp | 86.8%-31.2pp | 79.9%-24.4pp |
| Annual return | 20.81% | 47.75%-26.9pp | 43.81%-23.0pp | 145.39%-124.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,182 | $9,617-25.3% | $9,138-21.4% | $6,396+12.3% |
| Admin fee / account holder | $551 | $18,233-97.0% | $17,268-96.8% | $12,562-95.6% |