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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 | $36,273 | $72,446-49.9% | $67,561-46.3% | $145,877-75.1% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 12.59% | 7211.98%-7199.4pp | 3525.44%-3512.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $335 | $3,072-89.1% | $2,735-87.8% | $4,663-92.8% |
| Participant deferral / active EE | $1,289 | $4,785-73.1% | $4,003-67.8% | $6,691-80.7% |
| Admin fee / account holder | $480 | $5,541-91.3% | $4,006-88.0% | $13,402-96.4% |