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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 | $24,198 | $57,330-57.8% | $86,656-72.1% | $75,177-67.8% |
| Participation rate | 25.0% | 63.2%-38.2pp | 71.7%-46.7pp | 67.2%-42.2pp |
| Annual return | 22.31% | 2675.40%-2653.1pp | 593.09%-570.8pp | 160.75%-138.4pp |
| Employer contribution / active EE | $139 | $2,316-94.0% | $3,025-95.4% | $2,671-94.8% |
| Participant deferral / active EE | $1,386 | $3,320-58.3% | $4,439-68.8% | $4,126-66.4% |
| Admin fee / account holder | $12,031 | $4,115+192.4% | $5,619+114.1% | $5,651+112.9% |