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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 | $31,743 | $109,872-71.1% | $98,483-67.8% | $167,536-81.1% |
| Participation rate | 58.8% | 75.8%-17.0pp | 73.3%-14.5pp | 82.1%-23.3pp |
| Annual return | 10.66% | 1959.31%-1948.7pp | 1494.38%-1483.7pp | 478.82%-468.2pp |
| Employer contribution / active EE | $109 | $3,225-96.6% | $2,961-96.3% | $4,839-97.8% |
| Participant deferral / active EE | $2,145 | $4,673-54.1% | $4,276-49.8% | $6,342-66.2% |
| Admin fee / account holder | $681 | $6,757-89.9% | $5,953-88.6% | $12,315-94.5% |