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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 | $12,102 | $90,530-86.6% | $76,030-84.1% | $145,897-91.7% |
| Participation rate | 58.8% | 74.4%-15.6pp | 69.1%-10.2pp | 80.3%-21.5pp |
| Annual return | 11.89% | 625.08%-613.2pp | 361.54%-349.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $371 | $3,319-88.8% | $2,688-86.2% | $4,663-92.1% |
| Participant deferral / active EE | $1,276 | $5,164-75.3% | $4,257-70.0% | $6,689-80.9% |
| Admin fee / account holder | $587 | $8,383-93.0% | $6,421-90.9% | $13,390-95.6% |