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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 | $25,588 | $171,930-85.1% | $151,266-83.1% | $154,746-83.5% |
| Participation rate | 40.0% | 80.5%-40.5pp | 77.0%-37.0pp | 80.7%-40.7pp |
| Annual return | 27.57% | 242.03%-214.5pp | 180.60%-153.0pp | 172.34%-144.8pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,160 | $8,191-24.8% | $7,337-16.0% | $6,730-8.5% |
| Admin fee / account holder | $1,716 | $15,803-89.1% | $13,159-87.0% | $14,365-88.1% |