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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 | $44,157 | $101,653-56.6% | $147,080-70.0% | $74,459-40.7% |
| Participation rate | 20.5% | 75.6%-55.0pp | 82.2%-61.7pp | 67.2%-46.7pp |
| Annual return | 15.10% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $2 | $3,813-100.0% | $4,933-100.0% | $2,626-99.9% |
| Participant deferral / active EE | $3,662 | $7,304-49.9% | $8,066-54.6% | $4,350-15.8% |
| Admin fee / account holder | $9,962 | $1,752+468.7% | $12,989-23.3% | $1,945+412.2% |