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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 | $42,218 | $73,421-42.5% | $66,439-36.5% | $155,188-72.8% |
| Participation rate | 42.9% | 79.7%-36.8pp | 74.5%-31.6pp | 80.8%-37.9pp |
| Annual return | 11.51% | 1382.37%-1370.9pp | 757.66%-746.2pp | 148.84%-137.3pp |
| Employer contribution / active EE | $183 | $3,039-94.0% | $2,637-93.1% | $4,248-95.7% |
| Participant deferral / active EE | $1,232 | $4,680-73.7% | $3,876-68.2% | $6,531-81.1% |
| Admin fee / account holder | $821 | $8,856-90.7% | $6,173-86.7% | $14,480-94.3% |