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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 | $65,862 | $176,120-62.6% | $159,487-58.7% | $167,553-60.7% |
| Participation rate | 56.5% | 85.0%-28.4pp | 82.8%-26.3pp | 82.1%-25.6pp |
| Annual return | 15.50% | 331.95%-316.4pp | 263.71%-248.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $11,267 | $7,752+45.4% | $7,354+53.2% | $6,343+77.6% |
| Admin fee / account holder | $1,624 | $12,561-87.1% | $10,804-85.0% | $12,316-86.8% |