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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 | $139,266 | $209,422-33.5% | $178,503-22.0% | $158,982-12.4% |
| Participation rate | 64.7% | 86.4%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 14.47% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,874 | $5,955-34.9% | $5,202-25.5% | $5,983-35.2% |
| Admin fee / account holder | $592 | $17,079-96.5% | $13,987-95.8% | $11,252-94.7% |