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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 | $50,054 | $57,305-12.7% | $86,640-42.2% | $75,173-33.4% |
| Participation rate | 16.7% | 63.2%-46.5pp | 71.7%-55.0pp | 67.2%-50.5pp |
| Annual return | 15.10% | 2674.24%-2659.1pp | 592.52%-577.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,507 | $3,320-54.6% | $4,438-66.0% | $4,126-63.5% |
| Admin fee / account holder | $2,459 | $4,116-40.3% | $5,616-56.2% | $5,651-56.5% |