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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 | $24,816 | $77,901-68.1% | $149,717-83.4% | $75,181-67.0% |
| Participation rate | 28.6% | 65.6%-37.0pp | 78.8%-50.2pp | 67.2%-38.6pp |
| Annual return | 414.77% | 31.73%+383.0pp | 134.41%+280.4pp | 160.69%+254.1pp |
| Employer contribution / active EE | $40 | $3,137-98.7% | $4,820-99.2% | $2,671-98.5% |
| Participant deferral / active EE | $1,320 | $3,411-61.3% | $5,682-76.8% | $4,126-68.0% |
| Admin fee / account holder | $857 | $5,949-85.6% | $13,213-93.5% | $5,650-84.8% |