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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 | $21,859 | $60,139-63.7% | $90,461-75.8% | $79,856-72.6% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 12.79% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-18.9pp |
| Employer contribution / active EE | $33 | $2,069-98.4% | $3,264-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $2,425 | $2,939-17.5% | $3,964-38.8% | $3,741-35.2% |
| Admin fee / account holder | $5,013 | $3,978+26.0% | $5,617-10.8% | $5,306-5.5% |