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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 | $83,815 | $102,595-18.3% | $94,057-10.9% | $154,746-45.8% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 13.31% | 583.42%-570.1pp | 480.62%-467.3pp | 172.34%-159.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,491 | $5,118-51.3% | $4,709-47.1% | $6,730-63.0% |
| Admin fee / account holder | $782 | $7,736-89.9% | $7,244-89.2% | $14,365-94.6% |