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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 | $55,955 | $65,960-15.2% | $81,882-31.7% | $77,762-28.0% |
| Participation rate | 16.7% | 65.8%-49.1pp | 72.4%-55.7pp | 70.6%-53.9pp |
| Annual return | 41.20% | 26.64%+14.6pp | 779.47%-738.3pp | 31.27%+9.9pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,037 | $3,505-41.9% | $4,323-52.9% | $4,651-56.2% |
| Admin fee / account holder | $2,515 | $526+377.6% | $7,360-65.8% | $433+480.9% |