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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 | $33,518 | $96,123-65.1% | $77,361-56.7% | $198,609-83.1% |
| Participation rate | 52.6% | 81.1%-28.5pp | 75.0%-22.3pp | 82.4%-29.7pp |
| Annual return | 10.86% | 2054.81%-2044.0pp | 1011.54%-1000.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $568 | $3,791-85.0% | $2,990-81.0% | $5,055-88.8% |
| Participant deferral / active EE | $3,092 | $4,975-37.9% | $3,911-21.0% | $6,977-55.7% |
| Admin fee / account holder | $4,188 | $9,471-55.8% | $5,894-28.9% | $19,030-78.0% |