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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 | $67,769 | $95,975-29.4% | $74,549-9.1% | $135,379-49.9% |
| Participation rate | 34.8% | 75.7%-40.9pp | 69.1%-34.4pp | 82.6%-47.9pp |
| Annual return | 1.53% | 56.96%-55.4pp | 32.53%-31.0pp | 519.79%-518.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,099 | $3,844-71.4% | $3,108-64.6% | $5,609-80.4% |
| Admin fee / account holder | $1,000 | $6,522-84.7% | $5,059-80.2% | $10,828-90.8% |