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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 | $36,378 | $57,305-36.5% | $86,640-58.0% | $75,173-51.6% |
| Participation rate | 28.6% | 63.2%-34.6pp | 71.7%-43.1pp | 67.2%-38.6pp |
| Annual return | 15.29% | 2674.24%-2658.9pp | 592.52%-577.2pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,306 | $3,320-30.5% | $4,438-48.0% | $4,126-44.1% |
| Admin fee / account holder | $6,189 | $4,116+50.4% | $5,616+10.2% | $5,651+9.5% |