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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 | $32,187 | $102,382-68.6% | $147,005-78.1% | $80,874-60.2% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 12.38% | 134.89%-122.5pp | 418.76%-406.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,175 | $6,646-37.2% | $8,070-48.3% | $4,297-2.8% |
| Admin fee / account holder | $4,443 | $7,942-44.1% | $13,006-65.8% | $6,935-35.9% |