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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 | $14,543 | $105,158-86.2% | $94,672-84.6% | $139,487-89.6% |
| Participation rate | 55.0% | 82.4%-27.4pp | 80.8%-25.8pp | 80.3%-25.3pp |
| Annual return | 1280.80% | 38.11%+1242.7pp | 156.89%+1123.9pp | 373.84%+907.0pp |
| Employer contribution / active EE | $23 | $4,107-99.4% | $3,673-99.4% | $4,755-99.5% |
| Participant deferral / active EE | $5,626 | $7,599-26.0% | $7,417-24.1% | $6,713-16.2% |
| Admin fee / account holder | $1,183 | $8,972-86.8% | $7,222-83.6% | $11,407-89.6% |