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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 | $42,193 | $58,275-27.6% | $81,844-48.4% | $80,935-47.9% |
| Participation rate | 20.5% | 63.5%-43.0pp | 72.4%-51.9pp | 67.7%-47.1pp |
| Annual return | 11.27% | 41.82%-30.5pp | 778.87%-767.6pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,687 | $3,285-48.6% | $4,323-61.0% | $4,299-60.8% |
| Admin fee / account holder | $7,225 | $4,749+52.1% | $7,355-1.8% | $6,924+4.3% |