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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 | $37,510 | $102,393-63.4% | $147,041-74.5% | $80,911-53.6% |
| Participation rate | 32.5% | 75.9%-43.4pp | 82.2%-49.7pp | 67.6%-35.1pp |
| Annual return | 21.25% | 134.95%-113.7pp | 419.21%-398.0pp | 35.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,846 | $6,647-27.1% | $8,071-40.0% | $4,297+12.8% |
| Admin fee / account holder | $7,184 | $7,943-9.6% | $13,006-44.8% | $6,935+3.6% |