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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 | $56,973 | $109,863-48.1% | $98,477-42.1% | $167,518-66.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 12.11% | 1958.09%-1946.0pp | 1493.59%-1481.5pp | 478.71%-466.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,313 | $4,673-50.5% | $4,276-45.9% | $6,342-63.5% |
| Admin fee / account holder | $907 | $6,755-86.6% | $5,951-84.8% | $12,312-92.6% |