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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 | $83,042 | $102,595-19.1% | $94,057-11.7% | $154,746-46.3% |
| Participation rate | 35.7% | 76.0%-40.3pp | 73.3%-37.6pp | 80.7%-45.0pp |
| Annual return | 10.83% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,705 | $5,118-66.7% | $4,709-63.8% | $6,730-74.7% |
| Admin fee / account holder | $16,296 | $7,736+110.7% | $7,244+124.9% | $14,365+13.4% |