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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 | $68,582 | $102,429-33.0% | $147,096-53.4% | $80,925-15.3% |
| Participation rate | 52.0% | 75.9%-23.9pp | 82.2%-30.2pp | 67.7%-15.7pp |
| Annual return | 16.23% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,706 | $6,649-29.2% | $8,071-41.7% | $4,299+9.5% |
| Admin fee / account holder | $561 | $7,957-93.0% | $13,005-95.7% | $6,940-91.9% |