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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 | $8,193 | $96,678-91.5% | $86,640-90.5% | $139,466-94.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 14.75% | 106.69%-91.9pp | 592.52%-577.8pp | 373.66%-358.9pp |
| Employer contribution / active EE | $306 | $3,265-90.6% | $3,024-89.9% | $4,754-93.6% |
| Participant deferral / active EE | $2,942 | $4,837-39.2% | $4,438-33.7% | $6,712-56.2% |
| Admin fee / account holder | $616 | $6,410-90.4% | $5,616-89.0% | $11,409-94.6% |