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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 | $70,261 | $106,905-34.3% | $84,020-16.4% | $152,885-54.0% |
| Participation rate | 54.2% | 75.2%-21.1pp | 69.0%-14.8pp | 82.5%-28.3pp |
| Annual return | 11.33% | 105.00%-93.7pp | 71.31%-60.0pp | 345.39%-334.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,460 | $4,012-63.6% | $3,239-54.9% | $5,851-75.0% |
| Admin fee / account holder | $7,684 | $8,287-7.3% | $6,101+25.9% | $11,598-33.7% |