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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 | $61,638 | $100,938-38.9% | $90,461-31.9% | $158,982-61.2% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 19.32% | 1727.20%-1707.9pp | 1294.76%-1275.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,430 | $4,350+70.8% | $3,964+87.4% | $5,983+24.2% |
| Admin fee / account holder | $5,767 | $6,510-11.4% | $5,617+2.7% | $11,252-48.7% |