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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 | $23,676 | $84,741-72.1% | $75,731-68.7% | $167,553-85.9% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.8%-45.7pp | 82.1%-52.9pp |
| Annual return | 12.97% | 199.72%-186.8pp | 104.65%-91.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,667 | $4,577-63.6% | $3,820-56.4% | $6,343-73.7% |
| Admin fee / account holder | $8,447 | $5,361+57.6% | $3,620+133.4% | $12,316-31.4% |