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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 | $48,461 | $100,911-52.0% | $90,440-46.4% | $158,966-69.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 16.27% | 1726.62%-1710.3pp | 1294.38%-1278.1pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,566 | $4,348-64.0% | $3,964-60.5% | $5,983-73.8% |
| Admin fee / account holder | $2,086 | $6,507-67.9% | $5,615-62.8% | $11,250-81.5% |