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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 | $61,246 | $226,090-72.9% | $182,531-66.4% | $152,885-59.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 17.76% | 192.57%-174.8pp | 148.57%-130.8pp | 345.39%-327.6pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,997 | $6,369-53.0% | $5,525-45.8% | $5,851-48.8% |
| Admin fee / account holder | $4,977 | $10,705-53.5% | $8,593-42.1% | $11,598-57.1% |