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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 | $45,884 | $102,393-55.2% | $147,041-68.8% | $80,911-43.3% |
| Participation rate | 48.7% | 75.9%-27.1pp | 82.2%-33.5pp | 67.6%-18.9pp |
| Annual return | 15.01% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,797 | $6,647-57.9% | $8,071-65.3% | $4,297-34.9% |
| Admin fee / account holder | $1,264 | $7,943-84.1% | $13,006-90.3% | $6,935-81.8% |