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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 | $40,594 | $65,566-38.1% | $86,235-52.9% | $75,177-46.0% |
| Participation rate | 29.2% | 60.5%-31.3pp | 69.0%-39.8pp | 67.2%-38.0pp |
| Annual return | 15.18% | 46.07%-30.9pp | 1170.03%-1154.9pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,976 | $3,023-1.6% | $3,987-25.4% | $4,126-27.9% |
| Admin fee / account holder | $2,787 | $5,470-49.0% | $6,856-59.3% | $5,651-50.7% |