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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 | $68,395 | $102,422-33.2% | $147,117-53.5% | $80,959-15.5% |
| Participation rate | 46.9% | 75.9%-29.0pp | 82.2%-35.3pp | 67.7%-20.8pp |
| Annual return | 14.38% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,689 | $6,652-29.5% | $8,065-41.9% | $4,300+9.0% |
| Admin fee / account holder | $715 | $7,953-91.0% | $12,993-94.5% | $6,925-89.7% |