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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 | $111,529 | $154,754-27.9% | $124,206-10.2% | $138,895-19.7% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.6%-9.6pp | 79.9%-19.9pp |
| Annual return | 9.87% | 709.28%-699.4pp | 515.27%-505.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,032 | $4,621+30.5% | $3,968+52.0% | $6,396-5.7% |
| Admin fee / account holder | $14,741 | $6,690+120.4% | $5,929+148.6% | $12,562+17.3% |