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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 | $97,689 | $198,462-50.8% | $170,439-42.7% | $147,585-33.8% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 14.82% | 257.30%-242.5pp | 205.94%-191.1pp | 578.58%-563.8pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,548 | $5,629-37.0% | $4,939-28.2% | $5,439-34.8% |
| Admin fee / account holder | $13,235 | $16,852-21.5% | $13,881-4.7% | $10,886+21.6% |