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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 | $32,345 | $85,171-62.0% | $172,753-81.3% | $72,976-55.7% |
| Participation rate | 29.7% | 70.1%-40.3pp | 82.6%-52.9pp | 69.5%-39.8pp |
| Annual return | 26.67% | 27.32%-0.7pp | 803.00%-776.3pp | 81.02%-54.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,791 | $3,260-45.1% | $5,198-65.5% | $3,608-50.4% |
| Admin fee / account holder | $5,471 | $5,880-7.0% | $13,956-60.8% | $5,124+6.8% |