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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 | $57,441 | $111,830-48.6% | $93,696-38.7% | $145,884-60.6% |
| Participation rate | 35.3% | 74.2%-38.9pp | 68.7%-33.4pp | 80.3%-45.0pp |
| Annual return | 14.89% | 204.08%-189.2pp | 133.74%-118.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,868 | $4,920-21.4% | $4,417-12.4% | $6,690-42.2% |
| Admin fee / account holder | $1,355 | $10,249-86.8% | $8,287-83.6% | $13,392-89.9% |