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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 | $23,188 | $49,199-52.9% | $121,204-80.9% | $75,173-69.2% |
| Participation rate | 21.4% | 55.4%-34.0pp | 69.5%-48.1pp | 67.2%-45.8pp |
| Annual return | 25.54% | 56.04%-30.5pp | 987.18%-961.6pp | 160.72%-135.2pp |
| Employer contribution / active EE | $138 | $1,547-91.1% | $4,170-96.7% | $2,671-94.8% |
| Participant deferral / active EE | $1,332 | $2,630-49.4% | $4,083-67.4% | $4,126-67.7% |
| Admin fee / account holder | $532 | $3,946-86.5% | $5,651-90.6% | $5,651-90.6% |