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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 | $139,707 | $144,130-3.1% | $117,861+18.5% | $147,586-5.3% |
| Participation rate | 30.0% | 83.4%-53.4pp | 79.7%-49.7pp | 82.8%-52.8pp |
| Annual return | 11.67% | 531.20%-519.5pp | 335.11%-323.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,630 | $5,316-12.9% | $4,482+3.3% | $5,439-14.9% |
| Admin fee / account holder | $12,159 | $10,887+11.7% | $8,021+51.6% | $10,886+11.7% |