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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 | $19,361 | $80,812-76.0% | $160,784-88.0% | $82,448-76.5% |
| Participation rate | 25.8% | 66.2%-40.4pp | 77.0%-51.1pp | 68.1%-42.3pp |
| Annual return | 16.07% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $117 | $2,174-94.6% | $3,733-96.9% | $2,551-95.4% |
| Participant deferral / active EE | $1,543 | $4,335-64.4% | $6,293-75.5% | $4,139-62.7% |
| Admin fee / account holder | $711 | $7,695-90.8% | $9,717-92.7% | $7,234-90.2% |