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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 | $14,703 | $72,396-79.7% | $67,511-78.2% | $145,959-89.9% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 10.41% | 7194.07%-7183.7pp | 3517.41%-3507.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $22 | $3,071-99.3% | $2,733-99.2% | $4,661-99.5% |
| Participant deferral / active EE | $1,525 | $4,781-68.1% | $4,000-61.9% | $6,689-77.2% |
| Admin fee / account holder | $712 | $5,538-87.1% | $3,999-82.2% | $13,398-94.7% |