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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 | $40,784 | $102,422-60.2% | $147,117-72.3% | $80,959-49.6% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.7%-12.5pp |
| Annual return | 15.34% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,167 | $6,652-52.4% | $8,065-60.7% | $4,300-26.3% |
| Admin fee / account holder | $2,666 | $7,953-66.5% | $12,993-79.5% | $6,925-61.5% |