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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 | $129,384 | $226,135-42.8% | $182,558-29.1% | $152,909-15.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 22.59% | 192.60%-170.0pp | 148.59%-126.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,740 | $6,371+21.5% | $5,526+40.1% | $5,851+32.3% |
| Admin fee / account holder | $1,115 | $10,707-89.6% | $8,594-87.0% | $11,601-90.4% |