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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 | $126,319 | $102,595+23.1% | $94,057+34.3% | $154,746-18.4% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 14.28% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,099 | $5,118-78.5% | $4,709-76.7% | $6,730-83.7% |
| Admin fee / account holder | $4,054 | $7,736-47.6% | $7,244-44.0% | $14,365-71.8% |