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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 | $20,178 | $42,423-52.4% | $152,093-86.7% | $100,573-79.9% |
| Participation rate | 8.4% | 55.9%-47.5pp | 77.8%-69.4pp | 70.9%-62.5pp |
| Annual return | 79.60% | 41.32%+38.3pp | 66.36%+13.2pp | 18.89%+60.7pp |
| Employer contribution / active EE | $1 | $1,482-99.9% | $4,175-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $555 | $2,158-74.3% | $5,451-89.8% | $4,921-88.7% |
| Admin fee / account holder | $4,743 | $429+1004.5% | $14,497-67.3% | $454+944.8% |