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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 | $128,532 | $102,393+25.5% | $147,041-12.6% | $80,911+58.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 17.19% | 134.95%-117.8pp | 419.21%-402.0pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,155 | $6,647-52.5% | $8,071-60.9% | $4,297-26.6% |
| Admin fee / account holder | $1,365 | $7,943-82.8% | $13,006-89.5% | $6,935-80.3% |