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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 | $6,157 | $81,763-92.5% | $58,561-89.5% | $139,466-95.6% |
| Participation rate | 31.6% | 61.3%-29.8pp | 50.9%-19.3pp | 80.3%-48.8pp |
| Annual return | 17.05% | 7427.77%-7410.7pp | 4251.33%-4234.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2 | $1,398-99.8% | $1,053-99.8% | $4,754-100.0% |
| Participant deferral / active EE | $296 | $2,555-88.4% | $1,923-84.6% | $6,712-95.6% |
| Admin fee / account holder | $642 | $3,273-80.4% | $2,520-74.5% | $11,409-94.4% |