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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 | $122,675 | $176,120-30.3% | $159,487-23.1% | $167,553-26.8% |
| Participation rate | 42.9% | 85.0%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | 18.61% | 331.95%-313.3pp | 263.71%-245.1pp | 478.89%-460.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,143 | $7,752+5.0% | $7,354+10.7% | $6,343+28.4% |
| Admin fee / account holder | $1,582 | $12,561-87.4% | $10,804-85.4% | $12,316-87.2% |