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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 | $33,852 | $82,630-59.0% | $64,105-47.2% | $125,389-73.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | 0.25% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,129 | $3,608-68.7% | $2,822-60.0% | $5,352-78.9% |
| Admin fee / account holder | $2,275 | $6,382-64.4% | $4,499-49.4% | $9,541-76.2% |