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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 | $92,993 | $109,967-15.4% | $97,197-4.3% | $145,877-36.3% |
| Participation rate | 44.4% | 76.0%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 12.18% | 244.27%-232.1pp | 75.47%-63.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,818 | $4,676-39.7% | $4,263-33.9% | $6,691-57.9% |
| Admin fee / account holder | $17,839 | $6,199+187.8% | $5,637+216.4% | $13,402+33.1% |