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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 | $38,235 | $102,635-62.7% | $86,209-55.6% | $139,456-72.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 19.18% | 1923.53%-1904.4pp | 1169.05%-1149.9pp | 373.45%-354.3pp |
| Employer contribution / active EE | $342 | $3,034-88.7% | $2,381-85.7% | $4,753-92.8% |
| Participant deferral / active EE | $2,558 | $4,677-45.3% | $3,986-35.8% | $6,711-61.9% |
| Admin fee / account holder | $951 | $8,661-89.0% | $6,853-86.1% | $11,407-91.7% |