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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 | $35,938 | $49,199-27.0% | $121,204-70.3% | $75,173-52.2% |
| Participation rate | 68.2% | 55.4%+12.8pp | 69.5%-1.4pp | 67.2%+1.0pp |
| Annual return | 15.66% | 56.04%-40.4pp | 987.18%-971.5pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,583 | $2,630+36.3% | $4,083-12.2% | $4,126-13.2% |
| Admin fee / account holder | $1,862 | $3,946-52.8% | $5,651-67.1% | $5,651-67.0% |