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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 | $42,997 | $89,225-51.8% | $135,987-68.4% | $74,429-42.2% |
| Participation rate | 42.3% | 69.4%-27.1pp | 76.4%-34.2pp | 67.2%-24.9pp |
| Annual return | 10.94% | 22.76%-11.8pp | 580.01%-569.1pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $0 | $2,816-100.0% | $4,214-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,564 | $4,597-44.2% | $7,027-63.5% | $4,348-41.0% |
| Admin fee / account holder | $5,043 | $1,545+226.4% | $6,716-24.9% | $1,944+159.4% |