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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 | $77,393 | $96,678-19.9% | $86,640-10.7% | $139,466-44.5% |
| Participation rate | 23.1% | 74.4%-51.3pp | 71.7%-48.6pp | 80.3%-57.3pp |
| Annual return | 14.64% | 106.69%-92.0pp | 592.52%-577.9pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,016 | $4,837-79.0% | $4,438-77.1% | $6,712-84.9% |
| Admin fee / account holder | $3,875 | $6,410-39.6% | $5,616-31.0% | $11,409-66.0% |