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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 | $69,774-21.6% | $67,561-19.1% | $74,429-26.5% |
| Participation rate | 20.8% | 71.4%-50.6pp | 72.9%-52.1pp | 67.2%-46.5pp |
| Annual return | 16.09% | -40.53%+56.6pp | 3525.44%-3509.4pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $465 | $2,710-82.9% | $2,735-83.0% | $2,625-82.3% |
| Participant deferral / active EE | $1,637 | $3,636-55.0% | $4,003-59.1% | $4,348-62.4% |
| Admin fee / account holder | $2,441 | $890+174.4% | $4,006-39.1% | $1,944+25.6% |