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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 | $64,019 | $89,364-28.4% | $141,177-54.7% | $72,983-12.3% |
| Participation rate | 68.5% | 75.1%-6.6pp | 82.5%-14.0pp | 69.5%-1.0pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $276 | $3,115-91.2% | $4,736-94.2% | $2,440-88.7% |
| Participant deferral / active EE | $2,998 | $5,419-44.7% | $6,710-55.3% | $3,608-16.9% |
| Admin fee / account holder | $1,698 | $5,959-71.5% | $10,263-83.5% | $5,124-66.9% |