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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 | $76,868 | $88,815-13.5% | $81,882-6.1% | $145,897-47.3% |
| Participation rate | 34.8% | 75.1%-40.3pp | 72.4%-37.6pp | 80.3%-45.5pp |
| Annual return | 16.01% | 1033.75%-1017.7pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,269 | $4,647-8.1% | $4,323-1.2% | $6,689-36.2% |
| Admin fee / account holder | $16,714 | $8,434+98.2% | $7,360+127.1% | $13,390+24.8% |