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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 | $25,524 | $174,379-85.4% | $152,093-83.2% | $138,895-81.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.71% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $82 | $4,652-98.2% | $4,175-98.0% | $4,194-98.0% |
| Participant deferral / active EE | $1,844 | $6,159-70.1% | $5,451-66.2% | $6,396-71.2% |
| Admin fee / account holder | $1,044 | $16,880-93.8% | $14,497-92.8% | $12,562-91.7% |