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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 | $25,734 | $60,128-57.2% | $90,440-71.5% | $79,852-67.8% |
| Participation rate | 29.4% | 65.0%-35.6pp | 72.7%-43.3pp | 69.6%-40.2pp |
| Annual return | 18.92% | 71.95%-53.0pp | 1294.38%-1275.5pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,797 | $2,939-4.8% | $3,964-29.4% | $3,740-25.2% |
| Admin fee / account holder | $3,107 | $3,977-21.9% | $5,615-44.7% | $5,306-41.5% |