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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 | $72,695 | $57,312+26.8% | $86,617-16.1% | $75,181-3.3% |
| Participation rate | 41.5% | 63.2%-21.7pp | 71.7%-30.2pp | 67.2%-25.7pp |
| Annual return | 15.30% | 2672.78%-2657.5pp | 591.91%-576.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,735 | $3,319-47.7% | $4,437-60.9% | $4,126-58.0% |
| Admin fee / account holder | $2,987 | $4,114-27.4% | $5,613-46.8% | $5,650-47.1% |