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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 | $24,181 | $77,157-68.7% | $108,405-77.7% | $85,847-71.8% |
| Participation rate | 49.1% | 74.7%-25.6pp | 80.1%-31.1pp | 69.3%-20.3pp |
| Annual return | 16.02% | 44.55%-28.5pp | 905.55%-889.5pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,935 | $5,567+24.6% | $6,563+5.7% | $3,952+75.5% |
| Admin fee / account holder | $5,722 | $5,174+10.6% | $7,297-21.6% | $6,261-8.6% |