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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 | $63,470 | $72,071-11.9% | $68,368-7.2% | $137,256-53.8% |
| Participation rate | 17.4% | 76.2%-58.8pp | 73.8%-56.4pp | 80.0%-62.6pp |
| Annual return | 17.83% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,236 | $4,410-72.0% | $4,123-70.0% | $6,407-80.7% |
| Admin fee / account holder | $6,453 | $5,336+20.9% | $5,150+25.3% | $12,270-47.4% |