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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 | $34,770 | $49,896-30.3% | $80,627-56.9% | $75,173-53.7% |
| Participation rate | 26.8% | 55.3%-28.5pp | 67.0%-40.2pp | 67.2%-40.4pp |
| Annual return | 17.49% | 34.67%-17.2pp | 936.76%-919.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,645 | $2,992+21.8% | $4,443-18.0% | $4,126-11.7% |
| Admin fee / account holder | $1,359 | $3,578-62.0% | $5,381-74.7% | $5,651-76.0% |