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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 | $38,026 | $96,361-60.5% | $80,607-52.8% | $139,456-72.7% |
| Participation rate | 36.4% | 73.6%-37.3pp | 67.0%-30.6pp | 80.3%-44.0pp |
| Annual return | 18.64% | 1350.95%-1332.3pp | 936.11%-917.5pp | 373.45%-354.8pp |
| Employer contribution / active EE | $208 | $3,262-93.6% | $2,724-92.4% | $4,753-95.6% |
| Participant deferral / active EE | $1,163 | $5,232-77.8% | $4,448-73.9% | $6,711-82.7% |
| Admin fee / account holder | $711 | $6,601-89.2% | $5,379-86.8% | $11,407-93.8% |