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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 | $83,419 | $209,422-60.2% | $178,503-53.3% | $158,982-47.5% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 18.48% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,588 | $5,955+27.4% | $5,202+45.9% | $5,983+26.8% |
| Admin fee / account holder | $13,424 | $17,079-21.4% | $13,987-4.0% | $11,252+19.3% |