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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 | $99,030 | $175,257-43.5% | $149,717-33.9% | $139,456-29.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.34% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,240 | $6,521-65.6% | $5,682-60.6% | $6,711-66.6% |
| Admin fee / account holder | $853 | $16,156-94.7% | $13,213-93.5% | $11,407-92.5% |