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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 | $13,383 | $111,878-88.0% | $93,727-85.7% | $145,897-90.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.73% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $511 | $3,092-83.5% | $2,421-78.9% | $4,663-89.0% |
| Participant deferral / active EE | $1,844 | $4,920-62.5% | $4,417-58.3% | $6,689-72.4% |
| Admin fee / account holder | $550 | $10,256-94.6% | $8,292-93.4% | $13,390-95.9% |