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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 | $48,789 | $85,171-42.7% | $172,752-71.8% | $72,975-33.1% |
| Participation rate | 30.4% | 70.1%-39.7pp | 82.6%-52.3pp | 69.5%-39.1pp |
| Annual return | 22.90% | 27.32%-4.4pp | 802.97%-780.1pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,699 | $3,260-47.9% | $5,198-67.3% | $3,608-52.9% |
| Admin fee / account holder | $1,644 | $5,880-72.0% | $13,955-88.2% | $5,124-67.9% |