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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 | $66,157 | $96,678-31.6% | $86,640-23.6% | $139,466-52.6% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 20.08% | 106.69%-86.6pp | 592.52%-572.4pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,465 | $4,837-69.7% | $4,438-67.0% | $6,712-78.2% |
| Admin fee / account holder | $1,375 | $6,410-78.5% | $5,616-75.5% | $11,409-87.9% |