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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 | $33,318 | $165,381-79.9% | $149,730-77.7% | $158,966-79.0% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 21.73% | 348.29%-326.6pp | 276.70%-255.0pp | 302.95%-281.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,346 | $7,182-53.4% | $6,843-51.1% | $5,983-44.1% |
| Admin fee / account holder | $8,439 | $10,809-21.9% | $9,310-9.4% | $11,250-25.0% |