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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 | $55,143 | $175,257-68.5% | $149,717-63.2% | $139,456-60.5% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 17.91% | 166.70%-148.8pp | 134.41%-116.5pp | 373.45%-355.5pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,881 | $6,521-40.5% | $5,682-31.7% | $6,711-42.2% |
| Admin fee / account holder | $795 | $16,156-95.1% | $13,213-94.0% | $11,407-93.0% |