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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 | $43,093 | $102,429-57.9% | $147,096-70.7% | $80,925-46.7% |
| Participation rate | 35.4% | 75.9%-40.5pp | 82.2%-46.8pp | 67.7%-32.3pp |
| Annual return | 18.67% | 135.02%-116.3pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,423 | $6,649-3.4% | $8,071-20.4% | $4,299+49.4% |
| Admin fee / account holder | $1,404 | $7,957-82.4% | $13,005-89.2% | $6,940-79.8% |