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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 | $157,222 | $127,779+23.0% | $106,551+47.6% | $167,518-6.1% |
| Participation rate | 50.0% | 78.3%-28.3pp | 76.1%-26.1pp | 82.1%-32.1pp |
| Annual return | 14.64% | 33.87%-19.2pp | 26.80%-12.2pp | 478.71%-464.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,892 | $5,088-62.8% | $4,398-57.0% | $6,342-70.2% |
| Admin fee / account holder | $35,232 | $11,228+213.8% | $7,408+375.6% | $12,312+186.1% |