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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 | $58,019 | $166,020-65.1% | $164,866-64.8% | $145,959-60.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 16.32% | 100.08%-83.8pp | 69.97%-53.6pp | 561.95%-545.6pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,983 | $6,961-57.1% | $6,033-50.6% | $6,689-55.4% |
| Admin fee / account holder | $1,465 | $16,644-91.2% | $12,689-88.5% | $13,398-89.1% |