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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 | $60,261-55.5% | $81,783-67.2% | $74,546-64.0% |
| Participation rate | 33.9% | 62.9%-29.0pp | 72.4%-38.5pp | 67.2%-33.3pp |
| Annual return | 12.38% | 16.88%-4.5pp | 775.05%-762.7pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $301 | $2,622-88.5% | $2,913-89.7% | $2,624-88.5% |
| Participant deferral / active EE | $1,372 | $3,388-59.5% | $4,320-68.2% | $4,347-68.4% |
| Admin fee / account holder | $802 | $1,482-45.9% | $7,380-89.1% | $1,944-58.7% |