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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 | $31,508 | $91,525-65.6% | $130,026-75.8% | $75,181-58.1% |
| Participation rate | 35.7% | 71.4%-35.7pp | 78.5%-42.8pp | 67.2%-31.5pp |
| Annual return | 17.63% | -631.40%+649.0pp | -137.26%+154.9pp | 160.69%-143.1pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,270 | $4,342-47.7% | $5,821-61.0% | $4,126-45.0% |
| Admin fee / account holder | $4,010 | $6,778-40.8% | $10,608-62.2% | $5,650-29.0% |