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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 | $80,925 | $96,678-16.3% | $86,640-6.6% | $139,466-42.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.14% | 106.69%-94.6pp | 592.52%-580.4pp | 373.66%-361.5pp |
| Employer contribution / active EE | $277 | $3,265-91.5% | $3,024-90.8% | $4,754-94.2% |
| Participant deferral / active EE | $2,854 | $4,837-41.0% | $4,438-35.7% | $6,712-57.5% |
| Admin fee / account holder | $402 | $6,410-93.7% | $5,616-92.8% | $11,409-96.5% |