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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 | $24,680 | $55,423-55.5% | $155,602-84.1% | $74,400-66.8% |
| Participation rate | 18.8% | 61.9%-43.1pp | 78.2%-59.4pp | 67.2%-48.4pp |
| Annual return | 16.43% | 269.07%-252.6pp | 64.81%-48.4pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $129 | $2,266-94.3% | $4,675-97.2% | $2,624-95.1% |
| Participant deferral / active EE | $882 | $2,835-68.9% | $5,629-84.3% | $4,348-79.7% |
| Admin fee / account holder | $3,886 | $1,744+122.8% | $15,923-75.6% | $1,944+100.0% |