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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 | $99,053-46.0% | $88,179-39.4% | $138,895-61.5% |
| Participation rate | 52.2% | 74.2%-22.1pp | 69.1%-17.0pp | 79.9%-27.7pp |
| Annual return | 17.38% | 78.17%-60.8pp | 64.97%-47.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,644 | $5,225-11.1% | $4,614+0.6% | $6,396-27.4% |
| Admin fee / account holder | $9,946 | $8,748+13.7% | $7,673+29.6% | $12,562-20.8% |