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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 | $32,818 | $85,766-61.7% | $136,295-75.9% | $70,131-53.2% |
| Participation rate | 38.9% | 74.2%-35.3pp | 81.9%-43.0pp | 69.5%-30.7pp |
| Annual return | 23.99% | 31.45%-7.5pp | 5155.97%-5132.0pp | 73.14%-49.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,344 | $5,051-53.6% | $6,247-62.5% | $3,332-29.6% |
| Admin fee / account holder | $2,669 | $5,420-50.8% | $9,243-71.1% | $4,645-42.5% |