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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 | $166,020-42.6% | $164,866-42.2% | $145,959-34.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.58% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $10,412 | $6,961+49.6% | $6,033+72.6% | $6,689+55.7% |
| Admin fee / account holder | $38,713 | $16,644+132.6% | $12,689+205.1% | $13,398+188.9% |