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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 | $25,489 | $90,614-71.9% | $76,089-66.5% | $145,877-82.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 11.87% | 623.80%-611.9pp | 360.94%-349.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $14 | $3,324-99.6% | $2,690-99.5% | $4,663-99.7% |
| Participant deferral / active EE | $1,729 | $5,168-66.6% | $4,259-59.4% | $6,691-74.2% |
| Admin fee / account holder | $322 | $8,376-96.2% | $6,418-95.0% | $13,402-97.6% |