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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 | $21,239 | $55,470-61.7% | $155,556-86.3% | $74,478-71.5% |
| Participation rate | 37.5% | 61.9%-24.4pp | 78.2%-40.7pp | 67.2%-29.7pp |
| Annual return | 110.60% | 269.80%-159.2pp | 64.84%+45.8pp | 1370.56%-1260.0pp |
| Employer contribution / active EE | $271 | $2,267-88.1% | $4,675-94.2% | $2,626-89.7% |
| Participant deferral / active EE | $911 | $2,838-67.9% | $5,631-83.8% | $4,350-79.1% |
| Admin fee / account holder | $900 | $1,744-48.4% | $15,885-94.3% | $1,946-53.7% |