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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 | $32,461 | $52,450-38.1% | $129,384-74.9% | $74,459-56.4% |
| Participation rate | 20.8% | 53.8%-33.0pp | 69.6%-48.8pp | 67.2%-46.4pp |
| Annual return | 12.74% | 15.65%-2.9pp | 9461.77%-9449.0pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $78 | $1,532-94.9% | $4,153-98.1% | $2,626-97.0% |
| Participant deferral / active EE | $1,122 | $2,797-59.9% | $4,166-73.1% | $4,350-74.2% |
| Admin fee / account holder | $2,538 | $2,636-3.7% | $7,686-67.0% | $1,945+30.5% |