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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 | $17,753 | $49,897-64.4% | $80,648-78.0% | $75,177-76.4% |
| Participation rate | 28.1% | 55.3%-27.2pp | 67.0%-38.9pp | 67.2%-39.1pp |
| Annual return | 101.54% | 34.68%+66.9pp | 937.21%-835.7pp | 160.75%-59.2pp |
| Employer contribution / active EE | $253 | $1,699-85.1% | $2,724-90.7% | $2,671-90.5% |
| Participant deferral / active EE | $1,874 | $2,992-37.4% | $4,443-57.8% | $4,126-54.6% |
| Admin fee / account holder | $985 | $3,579-72.5% | $5,382-81.7% | $5,651-82.6% |