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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 | $47,900 | $102,393-53.2% | $147,041-67.4% | $80,911-40.8% |
| Participation rate | 30.7% | 75.9%-45.2pp | 82.2%-51.5pp | 67.6%-37.0pp |
| Annual return | 30.85% | 134.95%-104.1pp | 419.21%-388.4pp | 35.63%-4.8pp |
| Employer contribution / active EE | $26 | $3,715-99.3% | $4,935-99.5% | $2,756-99.0% |
| Participant deferral / active EE | $3,925 | $6,647-40.9% | $8,071-51.4% | $4,297-8.7% |
| Admin fee / account holder | $5,655 | $7,943-28.8% | $13,006-56.5% | $6,935-18.5% |