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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 | $44,450 | $156,398-71.6% | $147,318-69.8% | $138,895-68.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 16.39% | 78.75%-62.4pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,278 | $8,237-60.2% | $7,906-58.5% | $6,396-48.7% |
| Admin fee / account holder | $392 | $14,976-97.4% | $13,708-97.1% | $12,562-96.9% |