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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 | $73,346 | $96,388-23.9% | $80,627-9.0% | $139,466-47.4% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 16.23% | 1352.08%-1335.8pp | 936.76%-920.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $121 | $3,260-96.3% | $2,723-95.6% | $4,754-97.5% |
| Participant deferral / active EE | $1,173 | $5,224-77.6% | $4,443-73.6% | $6,712-82.5% |
| Admin fee / account holder | $1,615 | $6,603-75.5% | $5,381-70.0% | $11,409-85.8% |