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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 | $61,008 | $70,366-13.3% | $66,674-8.5% | $138,895-56.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 16.03% | 386.41%-370.4pp | 321.24%-305.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,705 | $4,374-15.3% | $4,084-9.3% | $6,396-42.1% |
| Admin fee / account holder | $7,166 | $5,262+36.2% | $5,098+40.6% | $12,562-43.0% |