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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 | $98,443 | $105,198-6.4% | $159,455-38.3% | $85,856+14.7% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.8%-42.2pp | 69.3%-28.7pp |
| Annual return | 47.75% | 45.08%+2.7pp | 263.63%-215.9pp | 318.58%-270.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,170 | $5,946+3.8% | $7,353-16.1% | $3,952+56.1% |
| Admin fee / account holder | $938 | $6,934-86.5% | $10,800-91.3% | $6,261-85.0% |