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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 | $30,805 | $48,327-36.3% | $67,575-54.4% | $80,935-61.9% |
| Participation rate | 22.2% | 66.4%-44.2pp | 72.9%-50.7pp | 67.7%-45.4pp |
| Annual return | 14.12% | 18.31%-4.2pp | 3528.98%-3514.9pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,189 | $2,927+8.9% | $4,003-20.4% | $4,299-25.8% |
| Admin fee / account holder | $23,947 | $3,692+548.6% | $3,993+499.7% | $6,924+245.8% |