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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 | $95,315 | $166,268-42.7% | $165,100-42.3% | $145,897-34.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.58% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,412 | $6,964+49.5% | $6,035+72.5% | $6,689+55.7% |
| Admin fee / account holder | $38,713 | $16,659+132.4% | $12,696+204.9% | $13,390+189.1% |