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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 | $42,215 | $124,346-66.1% | $111,308-62.1% | $167,536-74.8% |
| Participation rate | 47.4% | 79.6%-32.3pp | 77.3%-30.0pp | 82.1%-34.7pp |
| Annual return | 17.66% | 37.45%-19.8pp | 54.67%-37.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,248 | $5,182-56.6% | $4,487-49.9% | $6,342-64.6% |
| Admin fee / account holder | $18,818 | $10,621+77.2% | $7,965+136.3% | $12,315+52.8% |