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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 | $31,741 | $102,663-69.1% | $86,216-63.2% | $139,466-77.2% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 8.74% | 1924.52%-1915.8pp | 1169.42%-1160.7pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,929 | $4,677-58.8% | $3,986-51.6% | $6,712-71.3% |
| Admin fee / account holder | $514 | $8,663-94.1% | $6,853-92.5% | $11,409-95.5% |