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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 | $86,944 | $209,425-58.5% | $178,499-51.3% | $158,966-45.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 19.27% | 188.80%-169.5pp | 151.10%-131.8pp | 302.95%-283.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,981 | $5,955+34.0% | $5,202+53.4% | $5,983+33.4% |
| Admin fee / account holder | $548 | $17,078-96.8% | $13,986-96.1% | $11,250-95.1% |