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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 | $14,774 | $211,224-93.0% | $178,505-91.7% | $145,897-89.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.22% | 30.28%-16.1pp | 27.16%-12.9pp | 552.29%-538.1pp |
| Employer contribution / active EE | $256 | $4,577-94.4% | $3,955-93.5% | $4,663-94.5% |
| Participant deferral / active EE | $1,838 | $6,966-73.6% | $6,280-70.7% | $6,689-72.5% |
| Admin fee / account holder | $422 | $12,109-96.5% | $10,428-96.0% | $13,390-96.8% |