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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 | $208,476 | $144,124+44.7% | $117,857+76.9% | $147,585+41.3% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | 29.49% | 531.17%-501.7pp | 335.09%-305.6pp | 578.57%-549.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,411 | $5,316-35.8% | $4,482-23.9% | $5,439-37.3% |
| Admin fee / account holder | $802 | $10,886-92.6% | $8,020-90.0% | $10,885-92.6% |