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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 | $49,977 | $165,399-69.8% | $149,745-66.6% | $158,982-68.6% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 9.03% | 348.34%-339.3pp | 276.72%-267.7pp | 302.99%-294.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,289 | $7,183-26.4% | $6,843-22.7% | $5,983-11.6% |
| Admin fee / account holder | $1,986 | $10,811-81.6% | $9,312-78.7% | $11,252-82.3% |