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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 | $45,200 | $72,396-37.6% | $67,511-33.0% | $145,959-69.0% |
| Participation rate | 27.3% | 76.9%-49.6pp | 72.9%-45.6pp | 80.3%-53.0pp |
| Annual return | 17.29% | 7194.07%-7176.8pp | 3517.41%-3500.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $26 | $3,071-99.2% | $2,733-99.1% | $4,661-99.4% |
| Participant deferral / active EE | $2,591 | $4,781-45.8% | $4,000-35.2% | $6,689-61.3% |
| Admin fee / account holder | $4,526 | $5,538-18.3% | $3,999+13.2% | $13,398-66.2% |