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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 | $84,817 | $102,595-17.3% | $94,057-9.8% | $154,746-45.2% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 10.72% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,439 | $5,118-32.8% | $4,709-27.0% | $6,730-48.9% |
| Admin fee / account holder | $3,188 | $7,736-58.8% | $7,244-56.0% | $14,365-77.8% |