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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 | $28,905 | $78,682-63.3% | $109,188-73.5% | $85,851-66.3% |
| Participation rate | 54.1% | 68.3%-14.2pp | 75.9%-21.8pp | 69.3%-15.2pp |
| Annual return | 127.42% | 25.09%+102.3pp | 25.76%+101.7pp | 318.63%-191.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,607 | $3,468-24.8% | $4,654-44.0% | $3,952-34.1% |
| Admin fee / account holder | $986 | $5,470-82.0% | $6,755-85.4% | $6,261-84.3% |