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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 | $42,692 | $106,923-60.1% | $84,023-49.2% | $152,909-72.1% |
| Participation rate | 42.1% | 75.3%-33.1pp | 69.0%-26.9pp | 82.5%-40.4pp |
| Annual return | 26.49% | 105.02%-78.5pp | 71.32%-44.8pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,020 | $4,013-74.6% | $3,239-68.5% | $5,851-82.6% |
| Admin fee / account holder | $577 | $8,289-93.0% | $6,102-90.5% | $11,601-95.0% |