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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 | $90,303 | $289,211-68.8% | $260,467-65.3% | $198,609-54.5% |
| Participation rate | 44.4% | 83.1%-38.7pp | 80.5%-36.0pp | 82.4%-37.9pp |
| Annual return | 13.18% | 112.90%-99.7pp | 100.60%-87.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,244 | $6,812-52.4% | $6,319-48.7% | $6,977-53.5% |
| Admin fee / account holder | $9,861 | $16,236-39.3% | $15,461-36.2% | $19,030-48.2% |