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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 | $52,690 | $80,985-34.9% | $96,576-45.4% | $75,181-29.9% |
| Participation rate | 56.3% | 71.8%-15.5pp | 76.0%-19.7pp | 67.2%-10.9pp |
| Annual return | 167.89% | 27.05%+140.8pp | 25.87%+142.0pp | 160.69%+7.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,318 | $3,929+239.0% | $4,851+174.6% | $4,126+222.8% |
| Admin fee / account holder | $3,330 | $6,719-50.4% | $8,253-59.7% | $5,650-41.1% |