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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 | $21,501 | $72,071-70.2% | $68,368-68.6% | $137,256-84.3% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | 19.49% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $25 | $2,788-99.1% | $2,649-99.1% | $4,156-99.4% |
| Participant deferral / active EE | $2,455 | $4,410-44.3% | $4,123-40.5% | $6,407-61.7% |
| Admin fee / account holder | $426 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |