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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 | $49,360 | $102,393-51.8% | $147,041-66.4% | $80,911-39.0% |
| Participation rate | 54.3% | 75.9%-21.6pp | 82.2%-27.9pp | 67.6%-13.4pp |
| Annual return | 51.92% | 134.95%-83.0pp | 419.21%-367.3pp | 35.63%+16.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,841 | $6,647+2.9% | $8,071-15.2% | $4,297+59.2% |
| Admin fee / account holder | $2,303 | $7,943-71.0% | $13,006-82.3% | $6,935-66.8% |