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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 | $47,450 | $102,393-53.7% | $147,041-67.7% | $80,911-41.4% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.6%-6.8pp |
| Annual return | 17.40% | 134.95%-117.5pp | 419.21%-401.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,789 | $6,647+47.3% | $8,071+21.3% | $4,297+127.8% |
| Admin fee / account holder | $3,686 | $7,943-53.6% | $13,006-71.7% | $6,935-46.8% |