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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 | $53,210 | $89,370-40.5% | $141,197-62.3% | $72,976-27.1% |
| Participation rate | 55.8% | 75.1%-19.4pp | 82.5%-26.7pp | 69.5%-13.7pp |
| Annual return | 58.45% | 111.88%-53.4pp | 71.41%-13.0pp | 81.02%-22.6pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,861 | $5,419+8.2% | $6,710-12.7% | $3,608+62.5% |
| Admin fee / account holder | $1,722 | $5,957-71.1% | $10,265-83.2% | $5,124-66.4% |