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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 | $21,319 | $82,674-74.2% | $125,363-83.0% | $68,495-68.9% |
| Participation rate | 47.5% | 75.0%-27.5pp | 82.4%-34.8pp | 67.9%-20.4pp |
| Annual return | 32.65% | -5.97%+38.6pp | 572.15%-539.5pp | -7.84%+40.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,400 | $6,111+21.1% | $7,447-0.6% | $4,028+83.7% |
| Admin fee / account holder | $3,352 | $6,276-46.6% | $10,005-66.5% | $5,403-38.0% |