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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 | $40,347 | $144,130-72.0% | $117,861-65.8% | $147,586-72.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 14.43% | 531.20%-516.8pp | 335.11%-320.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,974 | $5,316-25.2% | $4,482-11.3% | $5,439-26.9% |
| Admin fee / account holder | $1,890 | $10,887-82.6% | $8,021-76.4% | $10,886-82.6% |