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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 | $22,763 | $49,896-54.4% | $80,627-71.8% | $75,173-69.7% |
| Participation rate | 37.8% | 55.3%-17.5pp | 67.0%-29.2pp | 67.2%-29.4pp |
| Annual return | 31.78% | 34.67%-2.9pp | 936.76%-905.0pp | 160.72%-128.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,859 | $2,992+162.7% | $4,443+76.9% | $4,126+90.5% |
| Admin fee / account holder | $1,712 | $3,578-52.2% | $5,381-68.2% | $5,651-69.7% |