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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 | $9,588 | $109,872-91.3% | $98,483-90.3% | $167,536-94.3% |
| Participation rate | 56.5% | 75.8%-19.3pp | 73.3%-16.8pp | 82.1%-25.6pp |
| Annual return | 25.43% | 1959.31%-1933.9pp | 1494.38%-1468.9pp | 478.82%-453.4pp |
| Employer contribution / active EE | $137 | $3,225-95.8% | $2,961-95.4% | $4,839-97.2% |
| Participant deferral / active EE | $1,388 | $4,673-70.3% | $4,276-67.5% | $6,342-78.1% |
| Admin fee / account holder | $934 | $6,757-86.2% | $5,953-84.3% | $12,315-92.4% |