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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 | $46,896 | $68,097-31.1% | $62,929-25.5% | $137,256-65.8% |
| Participation rate | 56.3% | 77.4%-21.2pp | 73.1%-16.9pp | 80.0%-23.7pp |
| Annual return | 20.80% | 1859.11%-1838.3pp | 1063.93%-1043.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,237 | $4,553+37.0% | $3,888+60.4% | $6,407-2.6% |
| Admin fee / account holder | $989 | $6,521-84.8% | $5,065-80.5% | $12,270-91.9% |