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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 | $45,060 | $169,356-73.4% | $129,406-65.2% | $145,897-69.1% |
| Participation rate | 39.1% | 76.5%-37.4pp | 69.6%-30.5pp | 80.3%-41.2pp |
| Annual return | 14.21% | 14418.62%-14404.4pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,608 | $4,987+12.5% | $4,167+34.6% | $6,689-16.2% |
| Admin fee / account holder | $4,135 | $9,915-58.3% | $7,689-46.2% | $13,390-69.1% |