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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 | $54,626 | $102,393-46.7% | $147,041-62.8% | $80,911-32.5% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.6%-11.9pp |
| Annual return | 20.79% | 134.95%-114.2pp | 419.21%-398.4pp | 35.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,642 | $6,647-30.2% | $8,071-42.5% | $4,297+8.0% |
| Admin fee / account holder | $7,572 | $7,943-4.7% | $13,006-41.8% | $6,935+9.2% |