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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 | $21,407 | $60,393-64.6% | $81,820-73.8% | $74,429-71.2% |
| Participation rate | 41.6% | 62.9%-21.3pp | 72.4%-30.8pp | 67.2%-25.6pp |
| Annual return | 21.70% | 16.89%+4.8pp | 777.93%-756.2pp | 1368.38%-1346.7pp |
| Employer contribution / active EE | $124 | $2,626-95.3% | $2,915-95.7% | $2,625-95.3% |
| Participant deferral / active EE | $799 | $3,397-76.5% | $4,323-81.5% | $4,348-81.6% |
| Admin fee / account holder | $1,594 | $1,491+6.9% | $7,391-78.4% | $1,944-18.0% |