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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 | $77,562 | $88,778-12.6% | $81,844-5.2% | $145,884-46.8% |
| Participation rate | 56.5% | 75.1%-18.5pp | 72.4%-15.9pp | 80.3%-23.8pp |
| Annual return | 10.40% | 1033.03%-1022.6pp | 778.87%-768.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,457 | $4,648-25.6% | $4,323-20.0% | $6,690-48.3% |
| Admin fee / account holder | $8,605 | $8,430+2.1% | $7,355+17.0% | $13,392-35.7% |