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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 | $68,376 | $96,691-29.3% | $86,656-21.1% | $139,487-51.0% |
| Participation rate | 42.9% | 74.4%-31.6pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 38.96% | 106.87%-67.9pp | 593.09%-554.1pp | 373.84%-334.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,246 | $4,838-12.2% | $4,439-4.4% | $6,713-36.7% |
| Admin fee / account holder | $5,966 | $6,414-7.0% | $5,619+6.2% | $11,407-47.7% |