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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 | $175,231-32.2% | $149,696-20.6% | $139,466-14.8% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-31.0pp | 80.3%-32.5pp |
| Annual return | 22.49% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,343 | $6,521+12.6% | $5,682+29.2% | $6,712+9.4% |
| Admin fee / account holder | $8,201 | $16,155-49.2% | $13,212-37.9% | $11,409-28.1% |