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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 | $47,272 | $93,098-49.2% | $77,081-38.7% | $134,509-64.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -19.12% | 62.63%-81.8pp | 42.33%-61.5pp | 418.13%-437.3pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,684 | $5,239-10.6% | $4,428+5.8% | $6,400-26.8% |
| Admin fee / account holder | $2,445 | $6,945-64.8% | $5,427-54.9% | $11,427-78.6% |