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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 | $27,891 | $102,393-72.8% | $147,041-81.0% | $80,911-65.5% |
| Participation rate | 19.8% | 75.9%-56.1pp | 82.2%-62.4pp | 67.6%-47.9pp |
| Annual return | 16.85% | 134.95%-118.1pp | 419.21%-402.4pp | 35.63%-18.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,901 | $6,647-56.3% | $8,071-64.1% | $4,297-32.5% |
| Admin fee / account holder | $7,947 | $7,9430% | $13,006-38.9% | $6,935+14.6% |