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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 | $21,738 | $82,314-73.6% | $68,808-68.4% | $134,532-83.8% |
| Participation rate | 21.4% | 75.1%-53.6pp | 69.0%-47.6pp | 81.2%-59.8pp |
| Annual return | 59.07% | -2.18%+61.2pp | -6.37%+65.4pp | 418.27%-359.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,291 | $4,740-72.8% | $3,942-67.2% | $6,401-79.8% |
| Admin fee / account holder | $7,016 | $6,484+8.2% | $4,936+42.1% | $11,429-38.6% |