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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 | $80,580 | $102,429-21.3% | $147,096-45.2% | $80,925-0.4% |
| Participation rate | 45.5% | 75.9%-30.4pp | 82.2%-36.7pp | 67.7%-22.2pp |
| Annual return | 23.38% | 135.02%-111.6pp | 419.75%-396.4pp | 35.65%-12.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,000 | $6,649-39.8% | $8,071-50.4% | $4,299-6.9% |
| Admin fee / account holder | $13,266 | $7,957+66.7% | $13,005+2.0% | $6,940+91.2% |