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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 | $64,190 | $106,905-40.0% | $84,020-23.6% | $152,885-58.0% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 20.28% | 105.00%-84.7pp | 71.31%-51.0pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,672 | $4,012+66.3% | $3,239+106.0% | $5,851+14.0% |
| Admin fee / account holder | $6,121 | $8,287-26.1% | $6,101+0.3% | $11,598-47.2% |