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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 | $103,549 | $109,967-5.8% | $97,197+6.5% | $145,877-29.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.62% | 244.27%-233.7pp | 75.47%-64.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $936 | $4,676-80.0% | $4,263-78.0% | $6,691-86.0% |
| Admin fee / account holder | $2,571 | $6,199-58.5% | $5,637-54.4% | $13,402-80.8% |