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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 | $15,183 | $57,330-73.5% | $86,656-82.5% | $75,177-79.8% |
| Participation rate | 23.4% | 63.2%-39.8pp | 71.7%-48.3pp | 67.2%-43.8pp |
| Annual return | 19.78% | 2675.40%-2655.6pp | 593.09%-573.3pp | 160.75%-141.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,095 | $3,320-67.0% | $4,439-75.3% | $4,126-73.5% |
| Admin fee / account holder | $617 | $4,115-85.0% | $5,619-89.0% | $5,651-89.1% |