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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 | $21,358 | $69,771-69.4% | $67,524-68.4% | $74,400-71.3% |
| Participation rate | 46.4% | 71.4%-24.9pp | 72.9%-26.5pp | 67.2%-20.8pp |
| Annual return | 14.35% | -40.49%+54.8pp | 3519.41%-3505.1pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $370 | $2,710-86.4% | $2,734-86.5% | $2,624-85.9% |
| Participant deferral / active EE | $1,280 | $3,638-64.8% | $4,001-68.0% | $4,348-70.6% |
| Admin fee / account holder | $8,008 | $889+800.6% | $4,001+100.2% | $1,944+312.0% |