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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 | $185,688 | $176,105+5.4% | $159,474+16.4% | $167,536+10.8% |
| Participation rate | 68.4% | 85.0%-16.5pp | 82.8%-14.4pp | 82.1%-13.7pp |
| Annual return | 12.42% | 331.91%-319.5pp | 263.68%-251.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,430 | $7,751-42.8% | $7,353-39.7% | $6,342-30.1% |
| Admin fee / account holder | $10,294 | $12,559-18.0% | $10,802-4.7% | $12,315-16.4% |