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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 | $26,524 | $102,429-74.1% | $147,096-82.0% | $80,925-67.2% |
| Participation rate | 59.5% | 75.9%-16.3pp | 82.2%-22.7pp | 67.7%-8.1pp |
| Annual return | 13.21% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,551 | $6,649-1.5% | $8,071-18.8% | $4,299+52.4% |
| Admin fee / account holder | $2,811 | $7,957-64.7% | $13,005-78.4% | $6,940-59.5% |