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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 | $69,748 | $111,785-37.6% | $93,669-25.5% | $145,877-52.2% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.8pp |
| Annual return | 10.23% | 203.79%-193.6pp | 133.59%-123.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,711 | $4,919-65.2% | $4,416-61.2% | $6,691-74.4% |
| Admin fee / account holder | $7,626 | $10,256-25.6% | $8,291-8.0% | $13,402-43.1% |