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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 | $162,067 | $112,121+44.5% | $95,960+68.9% | $158,966+2.0% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 14.83% | 171.16%-156.3pp | 91.63%-76.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $599 | $3,199-81.3% | $2,541-76.4% | $4,762-87.4% |
| Participant deferral / active EE | $3,437 | $4,784-28.1% | $4,167-17.5% | $5,983-42.5% |
| Admin fee / account holder | $6,114 | $10,135-39.7% | $6,797-10.1% | $11,250-45.7% |