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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 | $14,676 | $57,312-74.4% | $86,617-83.1% | $75,181-80.5% |
| Participation rate | 35.0% | 63.2%-28.2pp | 71.7%-36.7pp | 67.2%-32.2pp |
| Annual return | 17.14% | 2672.78%-2655.6pp | 591.91%-574.8pp | 160.69%-143.5pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,418 | $3,319-27.1% | $4,437-45.5% | $4,126-41.4% |
| Admin fee / account holder | $1,998 | $4,114-51.4% | $5,613-64.4% | $5,650-64.6% |