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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 | $108,314 | $185,883-41.7% | $170,043-36.3% | $139,466-22.3% |
| Participation rate | 45.5% | 87.8%-42.3pp | 87.0%-41.5pp | 80.3%-34.9pp |
| Annual return | 109.76% | 60.54%+49.2pp | 53.40%+56.4pp | 373.66%-263.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,604 | $11,626-51.8% | $10,410-46.2% | $6,712-16.5% |
| Admin fee / account holder | $386 | $15,393-97.5% | $12,824-97.0% | $11,409-96.6% |