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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 | $30,040 | $76,634-60.8% | $56,054-46.4% | $145,978-79.4% |
| Participation rate | 27.3% | 63.2%-36.0pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 11.73% | 3004.33%-2992.6pp | 1705.95%-1694.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $822 | $2,622-68.7% | $1,952-57.9% | $6,690-87.7% |
| Admin fee / account holder | $6,461 | $3,321+94.5% | $2,822+128.9% | $13,400-51.8% |