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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 | $32,896 | $102,429-67.9% | $147,096-77.6% | $80,925-59.3% |
| Participation rate | 65.0% | 75.9%-10.9pp | 82.2%-17.2pp | 67.7%-2.7pp |
| Annual return | 21.94% | 135.02%-113.1pp | 419.75%-397.8pp | 35.65%-13.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,113 | $6,649+82.2% | $8,071+50.1% | $4,299+181.8% |
| Admin fee / account holder | $2,792 | $7,957-64.9% | $13,005-78.5% | $6,940-59.8% |