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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 | $24,956 | $180,749-86.2% | $160,784-84.5% | $137,256-81.8% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.0%-7.4pp | 80.0%-10.4pp |
| Annual return | 13.87% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $29 | $4,155-99.3% | $3,733-99.2% | $4,156-99.3% |
| Participant deferral / active EE | $2,510 | $6,844-63.3% | $6,293-60.1% | $6,407-60.8% |
| Admin fee / account holder | $4,558 | $10,397-56.2% | $9,717-53.1% | $12,270-62.9% |