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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 | $50,410 | $103,008-51.1% | $90,304-44.2% | $152,897-67.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 20.45% | 95.22%-74.8pp | 78.13%-57.7pp | 345.43%-325.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,518 | $4,281+52.2% | $3,885+67.8% | $5,851+11.4% |
| Admin fee / account holder | $5,089 | $6,175-17.6% | $5,354-4.9% | $11,599-56.1% |