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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 | $120,217 | $112,121+7.2% | $95,960+25.3% | $158,966-24.4% |
| Participation rate | 53.3% | 79.0%-25.7pp | 77.1%-23.7pp | 82.0%-28.6pp |
| Annual return | 13.34% | 171.16%-157.8pp | 91.63%-78.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,173 | $4,784+8.1% | $4,167+24.2% | $5,983-13.5% |
| Admin fee / account holder | $337 | $10,135-96.7% | $6,797-95.0% | $11,250-97.0% |