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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 | $36,719 | $114,013-67.8% | $103,693-64.6% | $155,188-76.3% |
| Participation rate | 59.1% | 75.2%-16.1pp | 72.6%-13.6pp | 80.8%-21.7pp |
| Annual return | 271.35% | 49.31%+222.0pp | 47.61%+223.7pp | 148.84%+122.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,141 | $4,970-16.7% | $4,579-9.6% | $6,531-36.6% |
| Admin fee / account holder | $659 | $8,407-92.2% | $7,858-91.6% | $14,480-95.5% |