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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 | $41,567 | $154,228-73.0% | $145,433-71.4% | $137,256-69.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 13.30% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,780 | $8,216-41.8% | $7,897-39.5% | $6,407-25.4% |
| Admin fee / account holder | $2,370 | $14,344-83.5% | $13,129-81.9% | $12,270-80.7% |