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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 | $7,552 | $88,702-91.5% | $81,780-90.8% | $145,978-94.8% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 21.27% | 1029.12%-1007.9pp | 776.27%-755.0pp | 550.52%-529.2pp |
| Employer contribution / active EE | $86 | $3,084-97.2% | $2,914-97.1% | $4,662-98.2% |
| Participant deferral / active EE | $1,640 | $4,645-64.7% | $4,321-62.0% | $6,690-75.5% |
| Admin fee / account holder | $1,998 | $8,414-76.3% | $7,384-72.9% | $13,400-85.1% |