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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 | $26,815 | $85,766-68.7% | $136,298-80.3% | $70,126-61.8% |
| Participation rate | 55.4% | 74.2%-18.8pp | 81.9%-26.5pp | 69.5%-14.2pp |
| Annual return | 27.58% | 31.46%-3.9pp | 5156.27%-5128.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $3 | $2,966-99.9% | $4,696-99.9% | $2,343-99.9% |
| Participant deferral / active EE | $4,834 | $5,051-4.3% | $6,247-22.6% | $3,332+45.1% |
| Admin fee / account holder | $2,846 | $5,421-47.5% | $9,244-69.2% | $4,645-38.7% |