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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 | $60,042 | $96,678-37.9% | $86,640-30.7% | $139,466-56.9% |
| Participation rate | 35.0% | 74.4%-39.4pp | 71.7%-36.7pp | 80.3%-45.3pp |
| Annual return | 20.27% | 106.69%-86.4pp | 592.52%-572.3pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,936 | $4,837+22.7% | $4,438+33.7% | $6,712-11.6% |
| Admin fee / account holder | $723 | $6,410-88.7% | $5,616-87.1% | $11,409-93.7% |