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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 | $17,363 | $72,446-76.0% | $67,561-74.3% | $145,877-88.1% |
| Participation rate | 38.9% | 76.9%-38.0pp | 72.9%-34.0pp | 80.3%-41.4pp |
| Annual return | 11.57% | 7211.98%-7200.4pp | 3525.44%-3513.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $116 | $3,072-96.2% | $2,735-95.8% | $4,663-97.5% |
| Participant deferral / active EE | $1,237 | $4,785-74.2% | $4,003-69.1% | $6,691-81.5% |
| Admin fee / account holder | $415 | $5,541-92.5% | $4,006-89.6% | $13,402-96.9% |