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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 | $40,181 | $88,702-54.7% | $81,780-50.9% | $145,978-72.5% |
| Participation rate | 10.5% | 75.0%-64.5pp | 72.4%-61.8pp | 80.3%-69.8pp |
| Annual return | 11.61% | 1029.12%-1017.5pp | 776.27%-764.7pp | 550.52%-538.9pp |
| Employer contribution / active EE | $181 | $3,084-94.1% | $2,914-93.8% | $4,662-96.1% |
| Participant deferral / active EE | $1,604 | $4,645-65.5% | $4,321-62.9% | $6,690-76.0% |
| Admin fee / account holder | $2,108 | $8,414-74.9% | $7,384-71.5% | $13,400-84.3% |