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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 | $64,313 | $209,422-69.3% | $178,503-64.0% | $158,982-59.5% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 20.09% | 188.81%-168.7pp | 151.12%-131.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,726 | $5,955-20.6% | $5,202-9.1% | $5,983-21.0% |
| Admin fee / account holder | $8,437 | $17,079-50.6% | $13,987-39.7% | $11,252-25.0% |