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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 | $19,902 | $82,674-75.9% | $125,381-84.1% | $68,486-70.9% |
| Participation rate | 35.0% | 75.1%-40.1pp | 82.4%-47.4pp | 67.9%-32.9pp |
| Annual return | 45.09% | -5.97%+51.1pp | 572.31%-527.2pp | -7.85%+52.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,339 | $6,111-12.6% | $7,448-28.3% | $4,028+32.6% |
| Admin fee / account holder | $2,932 | $6,277-53.3% | $10,007-70.7% | $5,404-45.7% |