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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 | $115,808 | $169,336-31.6% | $129,384-10.5% | $145,884-20.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 63.58% | 14408.70%-14345.1pp | 9461.77%-9398.2pp | 551.85%-488.3pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $580 | $4,985-88.4% | $4,166-86.1% | $6,690-91.3% |
| Admin fee / account holder | $5,391 | $9,912-45.6% | $7,686-29.9% | $13,392-59.7% |