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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 | $33,229 | $54,717-39.3% | $86,209-61.5% | $71,495-53.5% |
| Participation rate | 25.4% | 60.1%-34.7pp | 69.0%-43.5pp | 67.9%-42.5pp |
| Annual return | 23.07% | 20.07%+3.0pp | 1169.05%-1146.0pp | 28.85%-5.8pp |
| Employer contribution / active EE | $2 | $1,267-99.8% | $2,381-99.9% | $2,589-99.9% |
| Participant deferral / active EE | $1,933 | $3,110-37.9% | $3,986-51.5% | $4,291-55.0% |
| Admin fee / account holder | $1,519 | $1,922-21.0% | $6,853-77.8% | $1,588-4.3% |