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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 | $60,684 | $59,467+2.0% | $93,727-35.3% | $74,478-18.5% |
| Participation rate | 35.1% | 59.6%-24.5pp | 68.7%-33.6pp | 67.2%-32.1pp |
| Annual return | 13.39% | 82.14%-68.8pp | 133.83%-120.4pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,872 | $3,052-5.9% | $4,417-35.0% | $4,350-34.0% |
| Admin fee / account holder | $9,646 | $3,028+218.5% | $8,292+16.3% | $1,946+395.7% |