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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 | $54,758 | $60,119-8.9% | $90,430-39.4% | $79,858-31.4% |
| Participation rate | 17.2% | 65.0%-47.7pp | 72.7%-55.4pp | 69.6%-52.4pp |
| Annual return | 12.86% | 71.94%-59.1pp | 1293.73%-1280.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,734 | $2,938-41.0% | $3,963-56.2% | $3,740-53.6% |
| Admin fee / account holder | $2,397 | $3,976-39.7% | $5,613-57.3% | $5,306-54.8% |