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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 | $36,209 | $85,171-57.5% | $172,753-79.0% | $72,976-50.4% |
| Participation rate | 27.0% | 70.1%-43.0pp | 82.6%-55.6pp | 69.5%-42.5pp |
| Annual return | 40.04% | 27.32%+12.7pp | 803.00%-763.0pp | 81.02%-41.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,889 | $3,260-42.1% | $5,198-63.7% | $3,608-47.7% |
| Admin fee / account holder | $917 | $5,880-84.4% | $13,956-93.4% | $5,124-82.1% |