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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 | $92,566 | $169,336-45.3% | $129,384-28.5% | $145,884-36.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 12.04% | 14408.70%-14396.7pp | 9461.77%-9449.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,406 | $4,985-31.7% | $4,166-18.2% | $6,690-49.1% |
| Admin fee / account holder | $4,856 | $9,912-51.0% | $7,686-36.8% | $13,392-63.7% |