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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 | $130,021 | $183,988-29.3% | $162,177-19.8% | $152,897-15.0% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 32.96% | 150.79%-117.8pp | 115.60%-82.6pp | 345.43%-312.5pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,159 | $8,032-35.8% | $7,297-29.3% | $5,851-11.8% |
| Admin fee / account holder | $6,395 | $13,123-51.3% | $10,843-41.0% | $11,599-44.9% |