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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 | $44,012 | $57,305-23.2% | $86,640-49.2% | $75,173-41.5% |
| Participation rate | 32.1% | 63.2%-31.1pp | 71.7%-39.6pp | 67.2%-35.1pp |
| Annual return | 13.54% | 2674.24%-2660.7pp | 592.52%-579.0pp | 160.72%-147.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,452 | $3,320-26.1% | $4,438-44.8% | $4,126-40.6% |
| Admin fee / account holder | $599 | $4,116-85.5% | $5,616-89.3% | $5,651-89.4% |