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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 | $14,710 | $90,530-83.8% | $76,030-80.7% | $145,897-89.9% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.03% | 625.08%-614.1pp | 361.54%-350.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $539 | $3,319-83.8% | $2,688-80.0% | $4,663-88.4% |
| Participant deferral / active EE | $1,659 | $5,164-67.9% | $4,257-61.0% | $6,689-75.2% |
| Admin fee / account holder | $512 | $8,383-93.9% | $6,421-92.0% | $13,390-96.2% |