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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 | $45,218 | $65,555-31.0% | $86,216-47.6% | $75,173-39.8% |
| Participation rate | 25.0% | 60.5%-35.5pp | 69.0%-44.0pp | 67.2%-42.2pp |
| Annual return | 27.26% | 46.07%-18.8pp | 1169.42%-1142.2pp | 160.72%-133.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,076 | $3,023-31.3% | $3,986-47.9% | $4,126-49.7% |
| Admin fee / account holder | $1,534 | $5,469-71.9% | $6,853-77.6% | $5,651-72.8% |