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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 | $28,229 | $80,983-65.1% | $96,544-70.8% | $75,177-62.4% |
| Participation rate | 19.2% | 71.8%-52.6pp | 76.0%-56.8pp | 67.2%-48.0pp |
| Annual return | 3995.28% | 27.05%+3968.2pp | 25.88%+3969.4pp | 160.75%+3834.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,695 | $3,929-5.9% | $4,851-23.8% | $4,126-10.5% |
| Admin fee / account holder | $17,147 | $6,717+155.3% | $8,254+107.7% | $5,651+203.4% |