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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 | $51,371 | $70,366-27.0% | $66,674-23.0% | $138,895-63.0% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 16.76% | 386.41%-369.6pp | 321.24%-304.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,269 | $4,374-71.0% | $4,084-68.9% | $6,396-80.2% |
| Admin fee / account holder | $525 | $5,262-90.0% | $5,098-89.7% | $12,562-95.8% |