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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 | $15,865 | $47,848-66.8% | $81,473-80.5% | $70,126-77.4% |
| Participation rate | 17.1% | 58.3%-41.2pp | 68.0%-50.9pp | 69.5%-52.5pp |
| Annual return | 327.18% | 27.25%+299.9pp | 38.78%+288.4pp | 73.15%+254.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,539 | $2,453-37.3% | $3,537-56.5% | $3,332-53.8% |
| Admin fee / account holder | $915 | $3,145-70.9% | $4,561-79.9% | $4,645-80.3% |