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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 | $10,556 | $49,891-78.8% | $80,607-86.9% | $75,181-86.0% |
| Participation rate | 19.4% | 55.3%-35.9pp | 67.0%-47.6pp | 67.2%-47.8pp |
| Annual return | 18.84% | 34.67%-15.8pp | 936.11%-917.3pp | 160.69%-141.8pp |
| Employer contribution / active EE | $31 | $1,698-98.2% | $2,724-98.8% | $2,671-98.8% |
| Participant deferral / active EE | $825 | $2,991-72.4% | $4,448-81.5% | $4,126-80.0% |
| Admin fee / account holder | $1,619 | $3,578-54.8% | $5,379-69.9% | $5,650-71.4% |