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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 | $134,302 | $176,120-23.7% | $159,487-15.8% | $167,553-19.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.94% | 331.95%-314.0pp | 263.71%-245.8pp | 478.89%-461.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,728 | $7,752+12.6% | $7,354+18.7% | $6,343+37.6% |
| Admin fee / account holder | $3,281 | $12,561-73.9% | $10,804-69.6% | $12,316-73.4% |