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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 | $69,774-69.4% | $67,575-68.4% | $74,459-71.3% |
| Participation rate | 46.4% | 71.4%-25.0pp | 72.9%-26.5pp | 67.2%-20.8pp |
| Annual return | 14.35% | -40.53%+54.9pp | 3528.98%-3514.6pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $370 | $2,710-86.4% | $2,736-86.5% | $2,626-85.9% |
| Participant deferral / active EE | $1,280 | $3,636-64.8% | $4,003-68.0% | $4,350-70.6% |
| Admin fee / account holder | $8,008 | $890+800.1% | $3,993+100.6% | $1,945+311.8% |