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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 | $27,599 | $44,850-38.5% | $60,547-54.4% | $59,633-53.7% |
| Participation rate | 42.2% | 59.5%-17.3pp | 68.0%-25.8pp | 68.7%-26.5pp |
| Annual return | 4.62% | 1074.14%-1069.5pp | 335.64%-331.0pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,268 | $2,230+1.7% | $3,328-31.9% | $3,192-29.0% |
| Admin fee / account holder | $666 | $3,635-81.7% | $4,536-85.3% | $4,297-84.5% |