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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 | $206,882 | $160,070+29.2% | $147,117+40.6% | $145,897+41.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 16.48% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,126 | $8,419-51.0% | $8,065-48.8% | $6,689-38.3% |
| Admin fee / account holder | $1,988 | $15,035-86.8% | $12,993-84.7% | $13,390-85.2% |