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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 | $26,255 | $65,555-59.9% | $86,216-69.5% | $75,173-65.1% |
| Participation rate | 18.5% | 60.5%-42.0pp | 69.0%-50.4pp | 67.2%-48.7pp |
| Annual return | 21.61% | 46.07%-24.5pp | 1169.42%-1147.8pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,126 | $3,023-29.7% | $3,986-46.7% | $4,126-48.5% |
| Admin fee / account holder | $424 | $5,469-92.2% | $6,853-93.8% | $5,651-92.5% |