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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 | $41,863 | $108,897-61.6% | $100,378-58.3% | $145,877-71.3% |
| Participation rate | 45.0% | 83.0%-38.0pp | 81.5%-36.5pp | 80.3%-35.3pp |
| Annual return | 20.34% | 58.17%-37.8pp | 49.41%-29.1pp | 551.28%-530.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,949 | $8,455+17.7% | $8,087+23.0% | $6,691+48.7% |
| Admin fee / account holder | $3,275 | $9,690-66.2% | $7,899-58.5% | $13,402-75.6% |