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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 | $17,191 | $73,518-76.6% | $63,003-72.7% | $147,585-88.4% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.8%-20.6pp | 82.8%-28.7pp |
| Annual return | 20.13% | 175.46%-155.3pp | 87.59%-67.5pp | 578.57%-558.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,501 | $4,183-40.2% | $3,329-24.9% | $5,439-54.0% |
| Admin fee / account holder | $1,187 | $5,952-80.1% | $3,600-67.0% | $10,885-89.1% |