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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 | $15,241 | $55,423-72.5% | $155,602-90.2% | $74,400-79.5% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 12.38% | 269.07%-256.7pp | 64.81%-52.4pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $172 | $2,266-92.4% | $4,675-96.3% | $2,624-93.4% |
| Participant deferral / active EE | $1,619 | $2,835-42.9% | $5,629-71.2% | $4,348-62.8% |
| Admin fee / account holder | $1,065 | $1,744-38.9% | $15,923-93.3% | $1,944-45.2% |