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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 | $14,761 | $60,128-75.5% | $90,440-83.7% | $79,852-81.5% |
| Participation rate | 46.9% | 65.0%-18.1pp | 72.7%-25.8pp | 69.6%-22.8pp |
| Annual return | 13.96% | 71.95%-58.0pp | 1294.38%-1280.4pp | 31.72%-17.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,006 | $2,939-65.8% | $3,964-74.6% | $3,740-73.1% |
| Admin fee / account holder | $457 | $3,977-88.5% | $5,615-91.9% | $5,306-91.4% |