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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 | $85,596 | $185,225-53.8% | $142,898-40.1% | $167,536-48.9% |
| Participation rate | 54.5% | 78.5%-23.9pp | 72.0%-17.4pp | 82.1%-27.6pp |
| Annual return | 14.44% | 8558.12%-8543.7pp | 5639.64%-5625.2pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,707 | $4,496+4.7% | $3,838+22.6% | $6,342-25.8% |
| Admin fee / account holder | $1,597 | $8,032-80.1% | $6,560-75.7% | $12,315-87.0% |