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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 | $55,437-55.5% | $155,534-84.1% | $74,459-66.9% |
| Participation rate | 18.8% | 61.9%-43.1pp | 78.2%-59.4pp | 67.2%-48.4pp |
| Annual return | 16.43% | 269.58%-253.2pp | 64.92%-48.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $129 | $2,266-94.3% | $4,675-97.2% | $2,626-95.1% |
| Participant deferral / active EE | $882 | $2,837-68.9% | $5,630-84.3% | $4,350-79.7% |
| Admin fee / account holder | $3,886 | $1,742+123.0% | $15,900-75.6% | $1,945+99.8% |