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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 | $118,856 | $175,257-32.2% | $149,717-20.6% | $139,456-14.8% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-30.9pp | 80.3%-32.5pp |
| Annual return | 22.49% | 166.70%-144.2pp | 134.41%-111.9pp | 373.45%-351.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,343 | $6,521+12.6% | $5,682+29.2% | $6,711+9.4% |
| Admin fee / account holder | $8,201 | $16,156-49.2% | $13,213-37.9% | $11,407-28.1% |