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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 | $215,439 | $176,077+22.4% | $159,455+35.1% | $167,518+28.6% |
| Participation rate | 45.5% | 84.9%-39.5pp | 82.8%-37.4pp | 82.1%-36.7pp |
| Annual return | 11.64% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,382 | $7,751-17.7% | $7,353-13.2% | $6,342+0.6% |
| Admin fee / account holder | $20,938 | $12,556+66.8% | $10,800+93.9% | $12,312+70.1% |