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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 | $51,238 | $102,385-50.0% | $147,080-65.2% | $80,935-36.7% |
| Participation rate | 54.2% | 75.9%-21.7pp | 82.2%-28.0pp | 67.7%-13.4pp |
| Annual return | 14.83% | 135.09%-120.3pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,674 | $6,651-14.7% | $8,066-29.7% | $4,299+32.0% |
| Admin fee / account holder | $2,503 | $7,951-68.5% | $12,989-80.7% | $6,924-63.9% |