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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 | $61,634 | $165,399-62.7% | $149,745-58.8% | $158,982-61.2% |
| Participation rate | 47.4% | 84.6%-37.2pp | 82.5%-35.1pp | 82.0%-34.6pp |
| Annual return | 81.14% | 348.34%-267.2pp | 276.72%-195.6pp | 302.99%-221.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,943 | $7,183-17.3% | $6,843-13.2% | $5,983-0.7% |
| Admin fee / account holder | $9,764 | $10,811-9.7% | $9,312+4.9% | $11,252-13.2% |