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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 | $30,192 | $49,896-39.5% | $80,627-62.6% | $75,173-59.8% |
| Participation rate | 9.1% | 55.3%-46.2pp | 67.0%-57.9pp | 67.2%-58.1pp |
| Annual return | 16.53% | 34.67%-18.1pp | 936.76%-920.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,754 | $2,992-41.4% | $4,443-60.5% | $4,126-57.5% |
| Admin fee / account holder | $2,961 | $3,578-17.2% | $5,381-45.0% | $5,651-47.6% |