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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 | $88,754-73.8% | $81,820-71.5% | $145,877-84.0% |
| Participation rate | 21.4% | 75.1%-53.6pp | 72.4%-51.0pp | 80.3%-58.9pp |
| Annual return | 16.53% | 1031.77%-1015.2pp | 777.93%-761.4pp | 551.28%-534.7pp |
| Employer contribution / active EE | $64 | $3,085-97.9% | $2,915-97.8% | $4,663-98.6% |
| Participant deferral / active EE | $1,944 | $4,648-58.2% | $4,323-55.0% | $6,691-70.9% |
| Admin fee / account holder | $922 | $8,424-89.1% | $7,391-87.5% | $13,402-93.1% |