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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 | $12,666 | $49,164-74.2% | $121,147-89.5% | $75,173-83.2% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 26.48% | 56.03%-29.6pp | 986.30%-959.8pp | 160.65%-134.2pp |
| Employer contribution / active EE | $261 | $1,546-83.1% | $4,166-93.7% | $2,670-90.2% |
| Participant deferral / active EE | $1,581 | $2,628-39.8% | $4,081-61.3% | $4,126-61.7% |
| Admin fee / account holder | $2,810 | $3,942-28.7% | $5,646-50.2% | $5,651-50.3% |