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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 | $30,733 | $58,275-47.3% | $81,844-62.4% | $80,935-62.0% |
| Participation rate | 21.9% | 63.5%-41.6pp | 72.4%-50.5pp | 67.7%-45.8pp |
| Annual return | 13.22% | 41.82%-28.6pp | 778.87%-765.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $937 | $3,285-71.5% | $4,323-78.3% | $4,299-78.2% |
| Admin fee / account holder | $719 | $4,749-84.9% | $7,355-90.2% | $6,924-89.6% |