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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 | $26,812 | $60,393-55.6% | $81,820-67.2% | $74,429-64.0% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.3pp |
| Annual return | 12.38% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $301 | $2,626-88.5% | $2,915-89.7% | $2,625-88.5% |
| Participant deferral / active EE | $1,372 | $3,397-59.6% | $4,323-68.3% | $4,348-68.4% |
| Admin fee / account holder | $802 | $1,491-46.2% | $7,391-89.1% | $1,944-58.7% |