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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 | $25,039 | $68,097-63.2% | $62,929-60.2% | $137,256-81.8% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 16.84% | 1859.11%-1842.3pp | 1063.93%-1047.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $135 | $2,811-95.2% | $2,505-94.6% | $4,156-96.8% |
| Participant deferral / active EE | $1,149 | $4,553-74.8% | $3,888-70.5% | $6,407-82.1% |
| Admin fee / account holder | $2,315 | $6,521-64.5% | $5,065-54.3% | $12,270-81.1% |