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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 | $98,482 | $166,242-40.8% | $165,071-40.3% | $145,884-32.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.55% | 100.44%-84.9pp | 70.17%-54.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,448 | $6,964-21.8% | $6,035-9.7% | $6,690-18.6% |
| Admin fee / account holder | $20,706 | $16,658+24.3% | $12,695+63.1% | $13,392+54.6% |