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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 | $28,670 | $91,525-68.7% | $130,026-78.0% | $75,181-61.9% |
| Participation rate | 53.2% | 71.4%-18.3pp | 78.5%-25.3pp | 67.2%-14.0pp |
| Annual return | 18.27% | -631.40%+649.7pp | -137.26%+155.5pp | 160.69%-142.4pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,382 | $4,342-22.1% | $5,821-41.9% | $4,126-18.0% |
| Admin fee / account holder | $927 | $6,778-86.3% | $10,608-91.3% | $5,650-83.6% |