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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 | $58,923 | $176,402-66.6% | $134,162-56.1% | $158,966-62.9% |
| Participation rate | 54.5% | 78.7%-24.2pp | 72.2%-17.6pp | 82.0%-27.4pp |
| Annual return | 125.66% | 63.66%+62.0pp | 36.35%+89.3pp | 302.95%-177.3pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,493 | $4,093+58.6% | $3,500+85.5% | $5,983+8.5% |
| Admin fee / account holder | $310 | $8,719-96.4% | $6,685-95.4% | $11,250-97.2% |