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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 | $34,119 | $59,006-42.2% | $97,197-64.9% | $74,429-54.2% |
| Participation rate | 30.3% | 63.7%-33.4pp | 72.7%-42.4pp | 67.2%-36.9pp |
| Annual return | 14.53% | 16.04%-1.5pp | 75.47%-60.9pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,730 | $3,671-25.6% | $4,263-36.0% | $4,348-37.2% |
| Admin fee / account holder | $444 | $1,974-77.5% | $5,637-92.1% | $1,944-77.1% |