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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 | $32,558 | $52,519-38.0% | $155,789-79.1% | $59,633-45.4% |
| Participation rate | 39.3% | 61.7%-22.4pp | 76.1%-36.8pp | 68.7%-29.4pp |
| Annual return | 0.96% | 53.51%-52.6pp | 71.54%-70.6pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,026 | $3,084-66.7% | $4,798-78.6% | $3,192-67.8% |
| Admin fee / account holder | $1,148 | $3,540-67.6% | $7,477-84.7% | $4,297-73.3% |