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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 | $152,021 | $162,529-6.5% | $130,788+16.2% | $154,746-1.8% |
| Participation rate | 43.5% | 75.9%-32.4pp | 70.1%-26.6pp | 80.7%-37.2pp |
| Annual return | 17.56% | 510.48%-492.9pp | 386.44%-368.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,065 | $4,808+5.3% | $4,137+22.4% | $6,730-24.7% |
| Admin fee / account holder | $1,631 | $7,669-78.7% | $6,673-75.6% | $14,365-88.6% |