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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 | $42,031 | $55,437-24.2% | $155,534-73.0% | $74,459-43.6% |
| Participation rate | 20.1% | 61.9%-41.8pp | 78.2%-58.1pp | 67.2%-47.1pp |
| Annual return | 25.68% | 269.58%-243.9pp | 64.92%-39.2pp | 1369.70%-1344.0pp |
| Employer contribution / active EE | -$11 | $2,266-100.5% | $4,675-100.2% | $2,626-100.4% |
| Participant deferral / active EE | $1,705 | $2,837-39.9% | $5,630-69.7% | $4,350-60.8% |
| Admin fee / account holder | $1,417 | $1,742-18.7% | $15,900-91.1% | $1,945-27.1% |