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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 | $49,702 | $80,812-38.5% | $160,784-69.1% | $82,448-39.7% |
| Participation rate | 28.6% | 66.2%-37.7pp | 77.0%-48.4pp | 68.1%-39.5pp |
| Annual return | 19.82% | 100.59%-80.8pp | 1803.92%-1784.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $275 | $2,174-87.3% | $3,733-92.6% | $2,551-89.2% |
| Participant deferral / active EE | $1,518 | $4,335-65.0% | $6,293-75.9% | $4,139-63.3% |
| Admin fee / account holder | $1,495 | $7,695-80.6% | $9,717-84.6% | $7,234-79.3% |