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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 | $55,204 | $55,472-0.5% | $155,567-64.5% | $74,546-25.9% |
| Participation rate | 14.3% | 61.9%-47.6pp | 78.2%-63.9pp | 67.2%-52.9pp |
| Annual return | 15.04% | 268.72%-253.7pp | 64.74%-49.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,167 | $2,838-58.9% | $5,628-79.3% | $4,347-73.2% |
| Admin fee / account holder | $716 | $1,743-58.9% | $15,916-95.5% | $1,944-63.1% |