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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 | $28,305 | $58,391-51.5% | $76,657-63.1% | $72,975-61.2% |
| Participation rate | 22.0% | 67.4%-45.4pp | 72.1%-50.1pp | 69.5%-47.5pp |
| Annual return | 28.02% | 2306.65%-2278.6pp | 1166.74%-1138.7pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,397 | $2,690-10.9% | $3,335-28.1% | $3,608-33.6% |
| Admin fee / account holder | $8,973 | $4,014+123.5% | $6,423+39.7% | $5,124+75.1% |