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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 | $17,496 | $105,856-83.5% | $90,161-80.6% | $147,585-88.1% |
| Participation rate | 31.3% | 79.7%-48.5pp | 76.9%-45.6pp | 82.8%-51.6pp |
| Annual return | 139.94% | 37.63%+102.3pp | 34.89%+105.1pp | 578.58%-438.6pp |
| Employer contribution / active EE | $9 | $4,126-99.8% | $3,318-99.7% | $4,876-99.8% |
| Participant deferral / active EE | $2,392 | $5,733-58.3% | $5,287-54.8% | $5,439-56.0% |
| Admin fee / account holder | $3,221 | $8,046-60.0% | $5,943-45.8% | $10,886-70.4% |