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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 | $60,299 | $102,385-41.1% | $147,080-59.0% | $80,935-25.5% |
| Participation rate | 27.6% | 75.9%-48.3pp | 82.2%-54.6pp | 67.7%-40.1pp |
| Annual return | 25.32% | 135.09%-109.8pp | 420.17%-394.8pp | 35.66%-10.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,291 | $6,651-35.5% | $8,066-46.8% | $4,299-0.2% |
| Admin fee / account holder | $10,873 | $7,951+36.7% | $12,989-16.3% | $6,924+57.0% |