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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 | $27,493 | $73,546-62.6% | $63,018-56.4% | $147,586-81.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 19.41% | 175.56%-156.2pp | 87.62%-68.2pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,216 | $4,185+0.8% | $3,330+26.6% | $5,439-22.5% |
| Admin fee / account holder | $450 | $5,956-92.4% | $3,601-87.5% | $10,886-95.9% |