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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 | $48,179 | $100,938-52.3% | $90,461-46.7% | $158,982-69.7% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.7%-10.8pp | 82.0%-20.1pp |
| Annual return | 14.43% | 1727.20%-1712.8pp | 1294.76%-1280.3pp | 302.99%-288.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,727 | $4,350-60.3% | $3,964-56.4% | $5,983-71.1% |
| Admin fee / account holder | $774 | $6,510-88.1% | $5,617-86.2% | $11,252-93.1% |