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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 | $163,558 | $210,698-22.4% | $178,014-8.1% | $145,959+12.1% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.5pp | 80.3%-16.6pp |
| Annual return | 18.40% | 386.27%-367.9pp | 294.80%-276.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,752 | $6,958-3.0% | $6,276+7.6% | $6,689+0.9% |
| Admin fee / account holder | $4,536 | $12,016-62.2% | $10,362-56.2% | $13,398-66.1% |