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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 | $88,866 | $49,177+80.7% | $79,466+11.8% | $64,173+38.5% |
| Participation rate | 39.3% | 65.0%-25.7pp | 73.3%-34.0pp | 69.6%-30.2pp |
| Annual return | -4.52% | -1.16%-3.4pp | 718.28%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,536 | $2,821-10.1% | $3,704-31.5% | $3,470-26.9% |
| Admin fee / account holder | $18,470 | $3,839+381.1% | $5,104+261.9% | $4,887+277.9% |