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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 | $73,546-76.6% | $63,018-72.7% | $147,586-88.4% |
| Participation rate | 54.2% | 77.9%-23.7pp | 74.8%-20.6pp | 82.8%-28.7pp |
| Annual return | 20.13% | 175.56%-155.4pp | 87.62%-67.5pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,501 | $4,185-40.2% | $3,330-24.9% | $5,439-54.0% |
| Admin fee / account holder | $1,187 | $5,956-80.1% | $3,601-67.0% | $10,886-89.1% |