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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 | $38,294 | $77,157-50.4% | $108,405-64.7% | $85,851-55.4% |
| Participation rate | 53.2% | 74.7%-21.4pp | 80.1%-26.9pp | 69.3%-16.1pp |
| Annual return | 26.05% | 44.55%-18.5pp | 905.55%-879.5pp | 318.63%-292.6pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,631 | $5,567+55.0% | $6,563+31.5% | $3,952+118.4% |
| Admin fee / account holder | $12,304 | $5,174+137.8% | $7,297+68.6% | $6,261+96.5% |