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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 | $33,463 | $60,504-44.7% | $81,882-59.1% | $74,478-55.1% |
| Participation rate | 37.8% | 62.9%-25.1pp | 72.4%-34.6pp | 67.2%-29.4pp |
| Annual return | 13.55% | 16.91%-3.4pp | 779.47%-765.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $2 | $2,627-99.9% | $2,916-99.9% | $2,626-99.9% |
| Participant deferral / active EE | $1,670 | $3,400-50.9% | $4,323-61.4% | $4,350-61.6% |
| Admin fee / account holder | $2,031 | $1,492+36.2% | $7,360-72.4% | $1,946+4.4% |