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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 | $46,559 | $108,911-57.3% | $100,392-53.6% | $145,884-68.1% |
| Participation rate | 57.9% | 83.0%-25.1pp | 81.5%-23.6pp | 80.3%-22.4pp |
| Annual return | 13.73% | 58.23%-44.5pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,145 | $8,459-15.5% | $8,090-11.7% | $6,690+6.8% |
| Admin fee / account holder | $2,714 | $9,698-72.0% | $7,904-65.7% | $13,392-79.7% |