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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 | $17,676 | $55,470-68.1% | $155,556-88.6% | $74,478-76.3% |
| Participation rate | 30.0% | 61.9%-31.9pp | 78.2%-48.2pp | 67.2%-37.2pp |
| Annual return | 41.73% | 269.80%-228.1pp | 64.84%-23.1pp | 1370.56%-1328.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,679 | $2,838-5.6% | $5,631-52.4% | $4,350-38.4% |
| Admin fee / account holder | $2,039 | $1,744+16.9% | $15,885-87.2% | $1,946+4.8% |