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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 | $18,296 | $28,624-36.1% | $53,647-65.9% | $82,637-77.9% |
| Participation rate | 10.3% | 47.3%-37.0pp | 56.3%-46.0pp | 68.1%-57.8pp |
| Annual return | 28.23% | 664.98%-636.8pp | 358.33%-330.1pp | 53.51%-25.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $522 | $1,196-56.3% | $1,813-71.2% | $4,126-87.3% |
| Admin fee / account holder | $1,975 | $2,022-2.3% | $2,460-19.7% | $7,339-73.1% |