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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 | $47,893 | $100,805-52.5% | $86,698-44.8% | $134,532-64.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | 1.91% | 29.09%-27.2pp | 35.95%-34.0pp | 418.27%-416.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,005 | $5,339-43.7% | $4,656-35.5% | $6,401-53.0% |
| Admin fee / account holder | $1,588 | $10,925-85.5% | $7,493-78.8% | $11,429-86.1% |