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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 | $50,111 | $102,382-51.1% | $147,005-65.9% | $80,874-38.0% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 17.64% | 134.89%-117.3pp | 418.76%-401.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $3 | $3,715-99.9% | $4,934-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $11,506 | $6,646+73.1% | $8,070+42.6% | $4,297+167.8% |
| Admin fee / account holder | $10,286 | $7,942+29.5% | $13,006-20.9% | $6,935+48.3% |