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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 | $148,884 | $105,960+40.5% | $81,726+82.2% | $158,982-6.4% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.5pp | 82.0%-26.4pp |
| Annual return | 60.82% | 38.19%+22.6pp | 29.49%+31.3pp | 302.99%-242.2pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,417 | $13,011-58.4% | $7,108-23.8% | $5,983-9.5% |
| Admin fee / account holder | $1,069 | $8,494-87.4% | $5,160-79.3% | $11,252-90.5% |