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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 | $35,484 | $105,158-66.3% | $94,672-62.5% | $139,487-74.6% |
| Participation rate | 64.7% | 82.4%-17.7pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 52.42% | 38.11%+14.3pp | 156.89%-104.5pp | 373.84%-321.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,206 | $7,599-18.3% | $7,417-16.3% | $6,713-7.5% |
| Admin fee / account holder | $2,976 | $8,972-66.8% | $7,222-58.8% | $11,407-73.9% |