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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 | $30,933 | $124,346-75.1% | $111,308-72.2% | $167,536-81.5% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 23.72% | 37.45%-13.7pp | 54.67%-30.9pp | 478.82%-455.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,148 | $5,182-58.5% | $4,487-52.1% | $6,342-66.1% |
| Admin fee / account holder | $861 | $10,621-91.9% | $7,965-89.2% | $12,315-93.0% |