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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 | $151,465 | $217,427-30.3% | $185,837-18.5% | $167,518-9.6% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.45% | 148.39%-133.9pp | 122.08%-107.6pp | 478.71%-464.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,534 | $6,357-44.4% | $5,568-36.5% | $6,342-44.3% |
| Admin fee / account holder | $2,360 | $19,816-88.1% | $16,241-85.5% | $12,312-80.8% |