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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 | $24,704 | $55,470-55.5% | $155,556-84.1% | $74,478-66.8% |
| Participation rate | 39.2% | 61.9%-22.7pp | 78.2%-39.1pp | 67.2%-28.1pp |
| Annual return | 14.82% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $10 | $2,267-99.5% | $4,675-99.8% | $2,626-99.6% |
| Participant deferral / active EE | $4,529 | $2,838+59.6% | $5,631-19.6% | $4,350+4.1% |
| Admin fee / account holder | $1,429 | $1,744-18.1% | $15,885-91.0% | $1,946-26.6% |