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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 | $11,250 | $76,522-85.3% | $56,033-79.9% | $145,884-92.3% |
| Participation rate | 23.8% | 63.2%-39.4pp | 52.5%-28.7pp | 80.3%-56.5pp |
| Annual return | 13.51% | 3014.28%-3000.8pp | 1711.38%-1697.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,024 | $2,624-61.0% | $1,954-47.6% | $6,690-84.7% |
| Admin fee / account holder | $1,389 | $3,328-58.3% | $2,827-50.9% | $13,392-89.6% |