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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 | $30,421 | $165,361-81.6% | $149,715-79.7% | $158,950-80.9% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 17.22% | 348.24%-331.0pp | 276.66%-259.4pp | 302.91%-285.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,461 | $7,182-65.7% | $6,842-64.0% | $5,983-58.9% |
| Admin fee / account holder | $2,534 | $10,808-76.6% | $9,310-72.8% | $11,248-77.5% |