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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 | $44,463 | $102,393-56.6% | $147,041-69.8% | $80,911-45.0% |
| Participation rate | 60.7% | 75.9%-15.1pp | 82.2%-21.5pp | 67.6%-6.9pp |
| Annual return | 22.30% | 134.95%-112.6pp | 419.21%-396.9pp | 35.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,135 | $6,647-52.8% | $8,071-61.2% | $4,297-27.1% |
| Admin fee / account holder | $8,673 | $7,943+9.2% | $13,006-33.3% | $6,935+25.1% |