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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 | $48,176 | $102,663-53.1% | $86,216-44.1% | $139,466-65.5% |
| Participation rate | 26.7% | 74.5%-47.8pp | 69.0%-42.3pp | 80.3%-53.7pp |
| Annual return | 18.10% | 1924.52%-1906.4pp | 1169.42%-1151.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $285 | $3,035-90.6% | $2,382-88.0% | $4,754-94.0% |
| Participant deferral / active EE | $2,473 | $4,677-47.1% | $3,986-38.0% | $6,712-63.2% |
| Admin fee / account holder | $404 | $8,663-95.3% | $6,853-94.1% | $11,409-96.5% |