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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 | $75,221 | $118,708-36.6% | $98,920-24.0% | $158,982-52.7% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 18.09% | 372.49%-354.4pp | 196.47%-178.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,899 | $5,089+35.6% | $4,245+62.5% | $5,983+15.3% |
| Admin fee / account holder | $13,434 | $10,134+32.6% | $6,643+102.2% | $11,252+19.4% |