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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 | $23,082 | $48,078-52.0% | $78,676-70.7% | $62,881-63.3% |
| Participation rate | 15.8% | 65.2%-49.4pp | 73.6%-57.8pp | 69.3%-53.5pp |
| Annual return | 97.13% | 31.36%+65.8pp | 62.19%+34.9pp | 20.14%+77.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,001 | $2,587-61.3% | $3,517-71.5% | $3,203-68.7% |
| Admin fee / account holder | $1,940 | $3,206-39.5% | $4,510-57.0% | $4,296-54.8% |