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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 | $9,967 | $72,465-86.2% | $67,575-85.3% | $145,884-93.2% |
| Participation rate | 44.4% | 76.9%-32.4pp | 72.9%-28.5pp | 80.3%-35.9pp |
| Annual return | 12.27% | 7222.56%-7210.3pp | 3528.98%-3516.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $285 | $3,074-90.7% | $2,736-89.6% | $4,662-93.9% |
| Participant deferral / active EE | $1,162 | $4,786-75.7% | $4,003-71.0% | $6,690-82.6% |
| Admin fee / account holder | $470 | $5,515-91.5% | $3,993-88.2% | $13,392-96.5% |