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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 | $28,935 | $49,199-41.2% | $121,204-76.1% | $75,173-61.5% |
| Participation rate | 27.6% | 55.4%-27.8pp | 69.5%-41.9pp | 67.2%-39.6pp |
| Annual return | 19.11% | 56.04%-36.9pp | 987.18%-968.1pp | 160.72%-141.6pp |
| Employer contribution / active EE | $60 | $1,547-96.1% | $4,170-98.6% | $2,671-97.8% |
| Participant deferral / active EE | $1,430 | $2,630-45.6% | $4,083-65.0% | $4,126-65.4% |
| Admin fee / account holder | $8,076 | $3,946+104.7% | $5,651+42.9% | $5,651+42.9% |