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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 | $149,040+2.0% | $120,225+26.4% | $137,256+10.8% |
| Participation rate | 43.5% | 75.4%-31.9pp | 69.6%-26.1pp | 80.0%-36.5pp |
| Annual return | 17.56% | 605.68%-588.1pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,065 | $4,655+8.8% | $3,999+26.7% | $6,407-20.9% |
| Admin fee / account holder | $1,631 | $6,348-74.3% | $5,696-71.4% | $12,270-86.7% |