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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 | $11,251 | $77,908-85.6% | $149,696-92.5% | $75,173-85.0% |
| Participation rate | 22.8% | 65.6%-42.8pp | 78.8%-56.0pp | 67.2%-44.4pp |
| Annual return | 168.79% | 31.73%+137.1pp | 134.46%+34.3pp | 160.72%+8.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,777 | $3,411-47.9% | $5,682-68.7% | $4,126-56.9% |
| Admin fee / account holder | $1,811 | $5,950-69.6% | $13,212-86.3% | $5,651-68.0% |