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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 | $81,991 | $176,402-53.5% | $134,155-38.9% | $158,931-48.4% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 262.55% | 63.64%+198.9pp | 36.33%+226.2pp | 302.86%-40.3pp |
| Employer contribution / active EE | $0 | $5,041-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,580 | $4,092-37.0% | $3,499-26.3% | $5,982-56.9% |
| Admin fee / account holder | $525 | $8,719-94.0% | $6,685-92.2% | $11,247-95.3% |