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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 | $19,006 | $102,663-81.5% | $86,216-78.0% | $139,466-86.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 14.24% | 1924.52%-1910.3pp | 1169.42%-1155.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $423 | $3,035-86.0% | $2,382-82.2% | $4,754-91.1% |
| Participant deferral / active EE | $1,133 | $4,677-75.8% | $3,986-71.6% | $6,712-83.1% |
| Admin fee / account holder | $2,699 | $8,663-68.8% | $6,853-60.6% | $11,409-76.3% |