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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 | $13,323 | $69,118-80.7% | $53,647-75.2% | $138,895-90.4% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 15.10% | 248.26%-233.2pp | 358.33%-343.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $38 | $1,189-96.8% | $962-96.0% | $4,194-99.1% |
| Participant deferral / active EE | $257 | $2,274-88.7% | $1,813-85.8% | $6,396-96.0% |
| Admin fee / account holder | $341 | $2,724-87.5% | $2,460-86.1% | $12,562-97.3% |