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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 | $53,467 | $108,882-50.9% | $96,754-44.7% | $154,746-65.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 70.3%-18.1pp | 80.7%-28.5pp |
| Annual return | 17.38% | 98.39%-81.0pp | 82.04%-64.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,644 | $5,323-12.8% | $4,758-2.4% | $6,730-31.0% |
| Admin fee / account holder | $9,946 | $10,200-2.5% | $8,905+11.7% | $14,365-30.8% |