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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 | $47,990 | $124,346-61.4% | $111,308-56.9% | $167,536-71.4% |
| Participation rate | 65.0% | 79.6%-14.6pp | 77.3%-12.3pp | 82.1%-17.1pp |
| Annual return | 9.72% | 37.45%-27.7pp | 54.67%-45.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,606 | $5,182+46.8% | $4,487+69.5% | $6,342+19.9% |
| Admin fee / account holder | $19,150 | $10,621+80.3% | $7,965+140.4% | $12,315+55.5% |