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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 | $48,686 | $125,778-61.3% | $114,563-57.5% | $154,746-68.5% |
| Participation rate | 38.1% | 75.2%-37.1pp | 72.9%-34.8pp | 80.7%-42.6pp |
| Annual return | 21.26% | 295.14%-273.9pp | 241.09%-219.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,020 | $4,445-32.1% | $4,142-27.1% | $6,730-55.1% |
| Admin fee / account holder | $1,198 | $8,190-85.4% | $7,623-84.3% | $14,365-91.7% |