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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 | $20,606 | $183,516-88.8% | $155,534-86.8% | $145,884-85.9% |
| Participation rate | 23.5% | 82.7%-59.2pp | 78.2%-54.7pp | 80.3%-56.8pp |
| Annual return | 14.89% | 61.43%-46.5pp | 64.92%-50.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $640 | $5,315-88.0% | $4,675-86.3% | $4,662-86.3% |
| Participant deferral / active EE | $2,880 | $6,467-55.5% | $5,630-48.9% | $6,690-57.0% |
| Admin fee / account holder | $1,335 | $19,293-93.1% | $15,900-91.6% | $13,392-90.0% |