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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 | $44,389 | $58,311-23.9% | $81,882-45.8% | $80,959-45.2% |
| Participation rate | 46.3% | 63.5%-17.1pp | 72.4%-26.0pp | 67.7%-21.3pp |
| Annual return | 80.25% | 41.85%+38.4pp | 779.47%-699.2pp | 35.67%+44.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,360 | $3,287+2.2% | $4,323-22.3% | $4,300-21.9% |
| Admin fee / account holder | $766 | $4,752-83.9% | $7,360-89.6% | $6,925-88.9% |