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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 | $46,900 | $209,422-77.6% | $178,503-73.7% | $158,982-70.5% |
| Participation rate | 56.3% | 86.4%-30.1pp | 81.9%-25.7pp | 82.0%-25.7pp |
| Annual return | 13.99% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,184 | $5,955-63.3% | $5,202-58.0% | $5,983-63.5% |
| Admin fee / account holder | $4,500 | $17,079-73.7% | $13,987-67.8% | $11,252-60.0% |