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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 | $23,559 | $47,479-50.4% | $62,929-62.6% | $82,448-71.4% |
| Participation rate | 43.5% | 66.9%-23.3pp | 73.1%-29.6pp | 68.1%-24.5pp |
| Annual return | 20.52% | 20.34%+0.2pp | 1063.93%-1043.4pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,040 | $2,870-28.9% | $3,888-47.5% | $4,139-50.7% |
| Admin fee / account holder | $541 | $3,804-85.8% | $5,065-89.3% | $7,234-92.5% |