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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 | $19,871 | $180,749-89.0% | $160,784-87.6% | $137,256-85.5% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.0%-37.0pp | 80.0%-40.0pp |
| Annual return | 14.17% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $308 | $4,155-92.6% | $3,733-91.7% | $4,156-92.6% |
| Participant deferral / active EE | $1,990 | $6,844-70.9% | $6,293-68.4% | $6,407-68.9% |
| Admin fee / account holder | $569 | $10,397-94.5% | $9,717-94.1% | $12,270-95.4% |