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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 | $33,001 | $68,394-51.7% | $94,672-65.1% | $75,177-56.1% |
| Participation rate | 60.3% | 76.1%-15.8pp | 80.8%-20.5pp | 67.2%-6.9pp |
| Annual return | 83.54% | 616.92%-533.4pp | 156.89%-73.3pp | 160.75%-77.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,077 | $6,536+8.3% | $7,417-4.6% | $4,126+71.5% |
| Admin fee / account holder | $796 | $5,326-85.1% | $7,222-89.0% | $5,651-85.9% |