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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 | $20,127 | $76,519-73.7% | $56,025-64.1% | $145,897-86.2% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 16.30% | 3017.03%-3000.7pp | 1712.69%-1696.4pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,411 | $2,624-46.2% | $1,955-27.8% | $6,689-78.9% |
| Admin fee / account holder | $367 | $3,331-89.0% | $2,828-87.0% | $13,390-97.3% |