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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 | $40,982 | $102,393-60.0% | $147,041-72.1% | $80,911-49.3% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 15.49% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,827 | $6,647+47.8% | $8,071+21.8% | $4,297+128.7% |
| Admin fee / account holder | $8,626 | $7,943+8.6% | $13,006-33.7% | $6,935+24.4% |