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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 | $92,832 | $144,130-35.6% | $117,861-21.2% | $147,586-37.1% |
| Participation rate | 54.2% | 83.4%-29.3pp | 79.7%-25.5pp | 82.8%-28.7pp |
| Annual return | 17.79% | 531.20%-513.4pp | 335.11%-317.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,281 | $5,316-38.3% | $4,482-26.8% | $5,439-39.7% |
| Admin fee / account holder | $896 | $10,887-91.8% | $8,021-88.8% | $10,886-91.8% |