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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 | $63,087 | $102,422-38.4% | $147,117-57.1% | $80,959-22.1% |
| Participation rate | 37.9% | 75.9%-38.0pp | 82.2%-44.3pp | 67.7%-29.8pp |
| Annual return | 12.02% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,928 | $6,652-56.0% | $8,065-63.7% | $4,300-31.9% |
| Admin fee / account holder | $4,069 | $7,953-48.8% | $12,993-68.7% | $6,925-41.2% |