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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 | $53,062 | $66,124-19.8% | $90,461-41.3% | $73,497-27.8% |
| Participation rate | 16.8% | 69.7%-52.8pp | 72.7%-55.9pp | 70.7%-53.9pp |
| Annual return | 11.13% | 17.65%-6.5pp | 1294.76%-1283.6pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $836 | $3,039-72.5% | $3,964-78.9% | $3,740-77.7% |
| Admin fee / account holder | $13,031 | $396+3188.8% | $5,617+132.0% | $513+2439.7% |