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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 | $29,619 | $72,446-59.1% | $67,561-56.2% | $145,877-79.7% |
| Participation rate | 61.1% | 76.9%-15.8pp | 72.9%-11.8pp | 80.3%-19.2pp |
| Annual return | 17.62% | 7211.98%-7194.4pp | 3525.44%-3507.8pp | 551.28%-533.7pp |
| Employer contribution / active EE | $281 | $3,072-90.9% | $2,735-89.7% | $4,663-94.0% |
| Participant deferral / active EE | $2,133 | $4,785-55.4% | $4,003-46.7% | $6,691-68.1% |
| Admin fee / account holder | $968 | $5,541-82.5% | $4,006-75.8% | $13,402-92.8% |