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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 | $46,758 | $289,211-83.8% | $260,467-82.0% | $198,609-76.5% |
| Participation rate | 52.9% | 83.1%-30.2pp | 80.5%-27.5pp | 82.4%-29.4pp |
| Annual return | 16.47% | 112.90%-96.4pp | 100.60%-84.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,292 | $6,812-66.4% | $6,319-63.7% | $6,977-67.1% |
| Admin fee / account holder | $5,880 | $16,236-63.8% | $15,461-62.0% | $19,030-69.1% |