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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 | $54,587 | $60,128-9.2% | $90,440-39.6% | $79,852-31.6% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 12.78% | 71.95%-59.2pp | 1294.38%-1281.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,663 | $2,939-9.4% | $3,964-32.8% | $3,740-28.8% |
| Admin fee / account holder | $961 | $3,977-75.8% | $5,615-82.9% | $5,306-81.9% |