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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 | $21,276 | $160,028-86.7% | $147,080-85.5% | $145,884-85.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.15% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $80 | $5,286-98.5% | $4,933-98.4% | $4,662-98.3% |
| Participant deferral / active EE | $12,577 | $8,422+49.3% | $8,066+55.9% | $6,690+88.0% |
| Admin fee / account holder | $695 | $15,030-95.4% | $12,989-94.6% | $13,392-94.8% |