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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 | $156,834 | $209,847-25.3% | $189,520-17.2% | $167,518-6.4% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 12.01% | 748.45%-736.4pp | 555.25%-543.2pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $9,453 | $8,934+5.8% | $8,220+15.0% | $6,342+49.1% |
| Admin fee / account holder | $3,168 | $14,295-77.8% | $12,046-73.7% | $12,312-74.3% |