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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 | $12,782 | $88,778-85.6% | $81,844-84.4% | $145,884-91.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 11.28% | 1033.03%-1021.8pp | 778.87%-767.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $109 | $3,087-96.5% | $2,916-96.3% | $4,662-97.7% |
| Participant deferral / active EE | $846 | $4,648-81.8% | $4,323-80.4% | $6,690-87.4% |
| Admin fee / account holder | $446 | $8,430-94.7% | $7,355-93.9% | $13,392-96.7% |