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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 | $138,018 | $160,070-13.8% | $147,117-6.2% | $145,897-5.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 17.81% | 98.69%-80.9pp | 420.54%-402.7pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,706 | $8,419-44.1% | $8,065-41.7% | $6,689-29.7% |
| Admin fee / account holder | $833 | $15,035-94.5% | $12,993-93.6% | $13,390-93.8% |