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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 | $49,957 | $176,105-71.6% | $159,474-68.7% | $167,536-70.2% |
| Participation rate | 52.2% | 85.0%-32.8pp | 82.8%-30.7pp | 82.1%-29.9pp |
| Annual return | 12.88% | 331.91%-319.0pp | 263.68%-250.8pp | 478.82%-465.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,277 | $7,751-57.7% | $7,353-55.4% | $6,342-48.3% |
| Admin fee / account holder | $3,789 | $12,559-69.8% | $10,802-64.9% | $12,315-69.2% |