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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 | $25,227 | $55,470-54.5% | $155,556-83.8% | $74,478-66.1% |
| Participation rate | 38.8% | 61.9%-23.1pp | 78.2%-39.4pp | 67.2%-28.4pp |
| Annual return | 14.48% | 269.80%-255.3pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $339 | $2,267-85.0% | $4,675-92.7% | $2,626-87.1% |
| Participant deferral / active EE | $2,605 | $2,838-8.2% | $5,631-53.7% | $4,350-40.1% |
| Admin fee / account holder | $1,201 | $1,744-31.2% | $15,885-92.4% | $1,946-38.3% |