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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 | $27,358 | $157,304-82.6% | $141,197-80.6% | $152,909-82.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.01% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $432 | $5,263-91.8% | $4,736-90.9% | $4,764-90.9% |
| Participant deferral / active EE | $2,461 | $7,111-65.4% | $6,710-63.3% | $5,851-57.9% |
| Admin fee / account holder | $759 | $12,126-93.7% | $10,265-92.6% | $11,601-93.5% |