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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 | $19,594 | $55,437-64.7% | $155,534-87.4% | $74,459-73.7% |
| Participation rate | 13.4% | 61.9%-48.5pp | 78.2%-64.8pp | 67.2%-53.8pp |
| Annual return | 13.54% | 269.58%-256.0pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $89 | $2,266-96.1% | $4,675-98.1% | $2,626-96.6% |
| Participant deferral / active EE | $874 | $2,837-69.2% | $5,630-84.5% | $4,350-79.9% |
| Admin fee / account holder | $1,273 | $1,742-27.0% | $15,900-92.0% | $1,945-34.6% |