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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 | $43,226 | $65,440-33.9% | $98,506-56.1% | $85,851-49.7% |
| Participation rate | 31.3% | 65.0%-33.8pp | 73.3%-42.1pp | 69.3%-38.1pp |
| Annual return | 17.49% | 21.75%-4.3pp | 1494.92%-1477.4pp | 318.63%-301.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,028 | $3,168-67.6% | $4,277-76.0% | $3,952-74.0% |
| Admin fee / account holder | $1,138 | $4,596-75.2% | $5,955-80.9% | $6,261-81.8% |