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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 | $31,855 | $110,039-71.1% | $97,260-67.2% | $145,884-78.2% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 23.78% | 244.44%-220.7pp | 75.54%-51.8pp | 551.85%-528.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,305 | $4,674-7.9% | $4,262+1.0% | $6,690-35.6% |
| Admin fee / account holder | $3,190 | $6,204-48.6% | $5,640-43.4% | $13,392-76.2% |