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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 | $105,252 | $183,539-42.7% | $155,556-32.3% | $145,897-27.9% |
| Participation rate | 21.1% | 82.7%-61.7pp | 78.2%-57.2pp | 80.3%-59.3pp |
| Annual return | 13.28% | 61.31%-48.0pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $723 | $5,315-86.4% | $4,675-84.5% | $4,663-84.5% |
| Participant deferral / active EE | $4,145 | $6,467-35.9% | $5,631-26.4% | $6,689-38.0% |
| Admin fee / account holder | $83,471 | $19,275+333.1% | $15,885+425.5% | $13,390+523.4% |