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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 | $76,107 | $96,691-21.3% | $86,656-12.2% | $139,487-45.4% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 19.28% | 106.87%-87.6pp | 593.09%-573.8pp | 373.84%-354.6pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,151 | $4,838+27.1% | $4,439+38.6% | $6,713-8.4% |
| Admin fee / account holder | $7,771 | $6,414+21.1% | $5,619+38.3% | $11,407-31.9% |