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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 | $27,795 | $183,516-84.9% | $155,534-82.1% | $145,884-80.9% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 11.19% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $401 | $5,315-92.5% | $4,675-91.4% | $4,662-91.4% |
| Participant deferral / active EE | $1,931 | $6,467-70.1% | $5,630-65.7% | $6,690-71.1% |
| Admin fee / account holder | $3,737 | $19,293-80.6% | $15,900-76.5% | $13,392-72.1% |