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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 | $23,406 | $85,766-72.7% | $136,297-82.8% | $70,124-66.6% |
| Participation rate | 57.7% | 74.2%-16.5pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 24.83% | 31.45%-6.6pp | 5156.19%-5131.4pp | 73.14%-48.3pp |
| Employer contribution / active EE | $493 | $2,966-83.4% | $4,696-89.5% | $2,342-79.0% |
| Participant deferral / active EE | $6,649 | $5,051+31.6% | $6,247+6.4% | $3,332+99.5% |
| Admin fee / account holder | $788 | $5,420-85.5% | $9,244-91.5% | $4,645-83.0% |