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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 | $57,707 | $75,962-24.0% | $154,108-62.6% | $64,173-10.1% |
| Participation rate | 49.3% | 70.4%-21.2pp | 83.0%-33.8pp | 69.6%-20.3pp |
| Annual return | 11.01% | 30.32%-19.3pp | 735.21%-724.2pp | 7.63%+3.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,496 | $3,175-52.9% | $5,081-70.6% | $3,470-56.9% |
| Admin fee / account holder | $8,021 | $5,589+43.5% | $13,411-40.2% | $4,887+64.1% |