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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 | $44,858 | $60,139-25.4% | $90,461-50.4% | $79,856-43.8% |
| Participation rate | 53.3% | 65.0%-11.7pp | 72.7%-19.4pp | 69.6%-16.3pp |
| Annual return | 15.47% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,376 | $2,939-53.2% | $3,964-65.3% | $3,741-63.2% |
| Admin fee / account holder | $344 | $3,978-91.4% | $5,617-93.9% | $5,306-93.5% |