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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 | $88,695 | $102,595-13.5% | $94,057-5.7% | $154,746-42.7% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 11.05% | 583.42%-572.4pp | 480.62%-469.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,607 | $5,118-29.5% | $4,709-23.4% | $6,730-46.4% |
| Admin fee / account holder | $2,084 | $7,736-73.1% | $7,244-71.2% | $14,365-85.5% |