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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 | $23,291 | $88,815-73.8% | $81,882-71.6% | $145,897-84.0% |
| Participation rate | 21.4% | 75.1%-53.6pp | 72.4%-51.0pp | 80.3%-58.9pp |
| Annual return | 16.53% | 1033.75%-1017.2pp | 779.47%-762.9pp | 552.29%-535.8pp |
| Employer contribution / active EE | $64 | $3,086-97.9% | $2,916-97.8% | $4,663-98.6% |
| Participant deferral / active EE | $1,944 | $4,647-58.2% | $4,323-55.0% | $6,689-70.9% |
| Admin fee / account holder | $922 | $8,434-89.1% | $7,360-87.5% | $13,390-93.1% |