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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 | $26,581 | $106,008-74.9% | $92,240-71.2% | $147,586-82.0% |
| Participation rate | 38.9% | 80.4%-41.5pp | 76.5%-37.6pp | 82.8%-43.9pp |
| Annual return | 12.51% | 50.05%-37.5pp | 176.29%-163.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $240 | $4,333-94.5% | $3,680-93.5% | $4,876-95.1% |
| Participant deferral / active EE | $1,233 | $4,478-72.5% | $3,897-68.4% | $5,439-77.3% |
| Admin fee / account holder | $2,085 | $6,333-67.1% | $5,194-59.9% | $10,886-80.8% |