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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 | $44,391 | $102,429-56.7% | $147,096-69.8% | $80,925-45.1% |
| Participation rate | 37.1% | 75.9%-38.7pp | 82.2%-45.0pp | 67.7%-30.5pp |
| Annual return | 12.83% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,648 | $6,649-45.1% | $8,071-54.8% | $4,299-15.1% |
| Admin fee / account holder | $4,656 | $7,957-41.5% | $13,005-64.2% | $6,940-32.9% |