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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 | $27,006 | $99,995-73.0% | $85,063-68.3% | $145,978-81.5% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 39.24% | 83.99%-44.8pp | 66.54%-27.3pp | 550.52%-511.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,724 | $5,295-67.4% | $4,523-61.9% | $6,690-74.2% |
| Admin fee / account holder | $1,789 | $7,255-75.3% | $6,155-70.9% | $13,400-86.6% |