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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 | $77,585 | $209,428-63.0% | $178,498-56.5% | $158,950-51.2% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 12.04% | 188.78%-176.7pp | 151.09%-139.1pp | 302.91%-290.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,250 | $5,955-11.8% | $5,202+0.9% | $5,983-12.2% |
| Admin fee / account holder | $10,307 | $17,077-39.6% | $13,985-26.3% | $11,248-8.4% |