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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 | $73,839 | $49,164+50.2% | $121,169-39.1% | $75,181-1.8% |
| Participation rate | 41.2% | 55.4%-14.2pp | 69.5%-28.3pp | 67.2%-26.0pp |
| Annual return | 21.27% | 56.03%-34.8pp | 986.71%-965.4pp | 160.69%-139.4pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,743 | $2,628+42.4% | $4,083-8.3% | $4,126-9.3% |
| Admin fee / account holder | $387 | $3,942-90.2% | $5,645-93.1% | $5,650-93.1% |