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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 | $50,536 | $183,592-72.5% | $155,567-67.5% | $145,959-65.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 10.27% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,857 | $6,464-9.4% | $5,628+4.1% | $6,689-12.4% |
| Admin fee / account holder | $4,921 | $19,318-74.5% | $15,916-69.1% | $13,398-63.3% |