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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 | $75,512 | $165,381-54.3% | $149,730-49.6% | $158,966-52.5% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 34.14% | 348.29%-314.1pp | 276.70%-242.6pp | 302.95%-268.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,801 | $7,182+22.5% | $6,843+28.6% | $5,983+47.1% |
| Admin fee / account holder | $2,300 | $10,809-78.7% | $9,310-75.3% | $11,250-79.6% |