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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 | $39,176 | $91,537-57.2% | $130,045-69.9% | $75,173-47.9% |
| Participation rate | 31.7% | 71.5%-39.7pp | 78.5%-46.8pp | 67.2%-35.5pp |
| Annual return | 14.53% | -631.55%+646.1pp | -137.30%+151.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,144 | $4,343-50.6% | $5,820-63.2% | $4,126-48.0% |
| Admin fee / account holder | $2,652 | $6,780-60.9% | $10,600-75.0% | $5,651-53.1% |