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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 | $28,163 | $57,305-50.9% | $86,640-67.5% | $75,173-62.5% |
| Participation rate | 20.7% | 63.2%-42.5pp | 71.7%-51.0pp | 67.2%-46.5pp |
| Annual return | 19.35% | 2674.24%-2654.9pp | 592.52%-573.2pp | 160.72%-141.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,583 | $3,320-52.3% | $4,438-64.3% | $4,126-61.6% |
| Admin fee / account holder | $3,374 | $4,116-18.0% | $5,616-39.9% | $5,651-40.3% |