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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 | $22,253 | $55,446-59.9% | $155,574-85.7% | $74,429-70.1% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 12.35% | 269.20%-256.9pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $179 | $2,266-92.1% | $4,676-96.2% | $2,625-93.2% |
| Participant deferral / active EE | $1,445 | $2,836-49.1% | $5,629-74.3% | $4,348-66.8% |
| Admin fee / account holder | $561 | $1,743-67.8% | $15,914-96.5% | $1,944-71.2% |