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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 | $40,756 | $56,134-27.4% | $96,171-57.6% | $85,847-52.5% |
| Participation rate | 16.7% | 56.7%-40.0pp | 68.4%-51.8pp | 69.3%-52.7pp |
| Annual return | 15.23% | 42.30%-27.1pp | 192.04%-176.8pp | 318.61%-303.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,545 | $2,858-45.9% | $4,350-64.5% | $3,952-60.9% |
| Admin fee / account holder | $11,090 | $3,769+194.2% | $5,538+100.2% | $6,261+77.1% |