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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 | $53,760 | $107,944-50.2% | $91,994-41.6% | $152,885-64.8% |
| Participation rate | 23.8% | 81.2%-57.4pp | 78.6%-54.8pp | 82.5%-58.6pp |
| Annual return | 23.18% | 89.26%-66.1pp | 69.03%-45.8pp | 345.39%-322.2pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,867 | $6,365-39.2% | $5,923-34.7% | $5,851-33.9% |
| Admin fee / account holder | $2,608 | $10,521-75.2% | $7,743-66.3% | $11,598-77.5% |