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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 | $42,780 | $57,330-25.4% | $86,656-50.6% | $75,177-43.1% |
| Participation rate | 24.4% | 63.2%-38.7pp | 71.7%-47.3pp | 67.2%-42.8pp |
| Annual return | 16.10% | 2675.40%-2659.3pp | 593.09%-577.0pp | 160.75%-144.7pp |
| Employer contribution / active EE | $179 | $2,316-92.3% | $3,025-94.1% | $2,671-93.3% |
| Participant deferral / active EE | $1,206 | $3,320-63.7% | $4,439-72.8% | $4,126-70.8% |
| Admin fee / account holder | $2,108 | $4,115-48.8% | $5,619-62.5% | $5,651-62.7% |