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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 | $14,575 | $96,338-84.9% | $80,589-81.9% | $139,427-89.5% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 18.88% | 1350.43%-1331.5pp | 935.83%-916.9pp | 373.27%-354.4pp |
| Employer contribution / active EE | $304 | $3,263-90.7% | $2,724-88.9% | $4,752-93.6% |
| Participant deferral / active EE | $927 | $5,234-82.3% | $4,449-79.2% | $6,711-86.2% |
| Admin fee / account holder | $471 | $6,600-92.9% | $5,379-91.2% | $11,404-95.9% |