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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 | $44,846 | $104,924-57.3% | $84,623-47.0% | $152,885-70.7% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.5%-39.6pp |
| Annual return | 13.27% | 373.82%-360.6pp | 258.77%-245.5pp | 345.39%-332.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,468 | $4,689-68.7% | $3,899-62.4% | $5,851-74.9% |
| Admin fee / account holder | $85,450 | $6,242+1269.0% | $4,913+1639.3% | $11,598+636.8% |