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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 | $37,424 | $72,426-48.3% | $67,560-44.6% | $145,897-74.3% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 9.97% | 7226.78%-7216.8pp | 3533.50%-3523.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $238 | $3,074-92.3% | $2,737-91.3% | $4,663-94.9% |
| Participant deferral / active EE | $1,109 | $4,785-76.8% | $4,004-72.3% | $6,689-83.4% |
| Admin fee / account holder | $608 | $5,514-89.0% | $3,994-84.8% | $13,390-95.5% |