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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 | $34,525 | $102,385-66.3% | $147,080-76.5% | $80,935-57.3% |
| Participation rate | 58.8% | 75.9%-17.0pp | 82.2%-23.4pp | 67.7%-8.8pp |
| Annual return | 13.26% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,329 | $6,651-34.9% | $8,066-46.3% | $4,299+0.7% |
| Admin fee / account holder | $1,145 | $7,951-85.6% | $12,989-91.2% | $6,924-83.5% |