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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 | $53,682 | $102,422-47.6% | $147,117-63.5% | $80,959-33.7% |
| Participation rate | 35.2% | 75.9%-40.7pp | 82.2%-47.0pp | 67.7%-32.5pp |
| Annual return | 12.65% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,945 | $6,652-10.6% | $8,065-26.3% | $4,300+38.2% |
| Admin fee / account holder | $1,183 | $7,953-85.1% | $12,993-90.9% | $6,925-82.9% |