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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 | $103,306 | $183,988-43.9% | $162,177-36.3% | $152,897-32.4% |
| Participation rate | 63.2% | 88.5%-25.3pp | 87.6%-24.4pp | 82.5%-19.3pp |
| Annual return | 29.83% | 150.79%-121.0pp | 115.60%-85.8pp | 345.43%-315.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $16,676 | $8,032+107.6% | $7,297+128.5% | $5,851+185.0% |
| Admin fee / account holder | $5,921 | $13,123-54.9% | $10,843-45.4% | $11,599-49.0% |