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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 | $32,726 | $60,119-45.6% | $90,430-63.8% | $79,858-59.0% |
| Participation rate | 52.8% | 65.0%-12.2pp | 72.7%-19.9pp | 69.6%-16.9pp |
| Annual return | 19.79% | 71.94%-52.1pp | 1293.73%-1273.9pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,339 | $2,938+47.7% | $3,963+9.5% | $3,740+16.0% |
| Admin fee / account holder | $622 | $3,976-84.3% | $5,613-88.9% | $5,306-88.3% |