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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 | $51,201 | $172,111-70.3% | $150,298-65.9% | $137,256-62.7% |
| Participation rate | 38.9% | 81.7%-42.8pp | 77.8%-38.9pp | 80.0%-41.1pp |
| Annual return | 12.16% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,772 | $6,166-71.3% | $5,453-67.5% | $6,407-72.3% |
| Admin fee / account holder | $1,719 | $16,471-89.6% | $14,116-87.8% | $12,270-86.0% |