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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 | $208,088-88.0% | $186,193-86.6% | $154,746-83.9% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.1%-7.5pp | 80.7%-11.1pp |
| Annual return | 13.87% | 89.97%-76.1pp | 78.03%-64.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $29 | $4,340-99.3% | $3,918-99.3% | $4,379-99.3% |
| Participant deferral / active EE | $2,510 | $7,078-64.5% | $6,513-61.5% | $6,730-62.7% |
| Admin fee / account holder | $4,558 | $11,698-61.0% | $11,058-58.8% | $14,365-68.3% |