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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 | $154,464 | $112,131+37.8% | $95,964+61.0% | $158,982-2.8% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.24% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,079 | $4,784+6.2% | $4,167+21.9% | $5,983-15.1% |
| Admin fee / account holder | $10,005 | $10,136-1.3% | $6,797+47.2% | $11,252-11.1% |