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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 | $56,848 | $109,372-48.0% | $89,414-36.4% | $158,966-64.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 80.42% | 345.55%-265.1pp | 245.50%-165.1pp | 302.95%-222.5pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,332 | $4,598-71.0% | $3,890-65.8% | $5,983-77.7% |
| Admin fee / account holder | $465 | $6,156-92.4% | $4,883-90.5% | $11,250-95.9% |