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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 | $71,843 | $125,190-42.6% | $105,624-32.0% | $145,897-50.8% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 27.02% | 225.22%-198.2pp | 116.20%-89.2pp | 552.29%-525.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,963 | $5,716-65.7% | $5,013-60.8% | $6,689-70.7% |
| Admin fee / account holder | $1,765 | $17,138-89.7% | $10,961-83.9% | $13,390-86.8% |