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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 | $33,083 | $175,231-81.1% | $149,696-77.9% | $139,466-76.3% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 16.85% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,818 | $6,521-56.8% | $5,682-50.4% | $6,712-58.0% |
| Admin fee / account holder | $477 | $16,155-97.0% | $13,212-96.4% | $11,409-95.8% |