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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 | $64,336 | $159,978-59.8% | $147,041-56.2% | $145,978-55.9% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 10.24% | 98.36%-88.1pp | 419.21%-409.0pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,806 | $8,429-66.7% | $8,071-65.2% | $6,690-58.1% |
| Admin fee / account holder | $307 | $15,053-98.0% | $13,006-97.6% | $13,400-97.7% |