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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 | $54,689 | $69,708-21.5% | $67,560-19.1% | $74,478-26.6% |
| Participation rate | 20.8% | 71.4%-50.7pp | 72.9%-52.2pp | 67.2%-46.5pp |
| Annual return | 16.09% | -40.67%+56.8pp | 3533.50%-3517.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $465 | $2,715-82.9% | $2,737-83.0% | $2,626-82.3% |
| Participant deferral / active EE | $1,637 | $3,637-55.0% | $4,004-59.1% | $4,350-62.4% |
| Admin fee / account holder | $2,441 | $887+175.2% | $3,994-38.9% | $1,946+25.5% |