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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 | $9,753 | $114,119-91.5% | $107,187-90.9% | $138,895-93.0% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 79.9%-18.8pp |
| Annual return | 17.76% | 273.21%-255.4pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $419 | $4,059-89.7% | $3,782-88.9% | $4,194-90.0% |
| Participant deferral / active EE | $1,695 | $5,538-69.4% | $5,096-66.7% | $6,396-73.5% |
| Admin fee / account holder | $369 | $10,024-96.3% | $9,162-96.0% | $12,562-97.1% |