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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 | $53,692 | $73,518-27.0% | $63,003-14.8% | $147,585-63.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.38% | 175.46%-159.1pp | 87.59%-71.2pp | 578.57%-562.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,199 | $4,183+0.4% | $3,329+26.1% | $5,439-22.8% |
| Admin fee / account holder | $3,318 | $5,952-44.3% | $3,600-7.8% | $10,885-69.5% |