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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 | $43,843 | $102,385-57.2% | $147,080-70.2% | $80,935-45.8% |
| Participation rate | 46.2% | 75.9%-29.7pp | 82.2%-36.0pp | 67.7%-21.5pp |
| Annual return | 13.46% | 135.09%-121.6pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,035 | $6,651-54.4% | $8,066-62.4% | $4,299-29.4% |
| Admin fee / account holder | $532 | $7,951-93.3% | $12,989-95.9% | $6,924-92.3% |