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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 | $105,768 | $183,978-42.5% | $162,171-34.8% | $152,885-30.8% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.6%-25.6pp | 82.5%-20.5pp |
| Annual return | 22.55% | 150.78%-128.2pp | 115.60%-93.1pp | 345.39%-322.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,628 | $8,033+7.4% | $7,297+18.2% | $5,851+47.5% |
| Admin fee / account holder | $391 | $13,122-97.0% | $10,843-96.4% | $11,598-96.6% |