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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 | $182,480 | $176,077+3.6% | $159,455+14.4% | $167,518+8.9% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 18.23% | 331.83%-313.6pp | 263.63%-245.4pp | 478.71%-460.5pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,727 | $7,751-0.3% | $7,353+5.1% | $6,342+21.8% |
| Admin fee / account holder | $11,140 | $12,556-11.3% | $10,800+3.1% | $12,312-9.5% |