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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 | $17,730 | $183,627-90.3% | $155,602-88.6% | $145,978-87.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.4pp | 80.3%-26.4pp |
| Annual return | 9.87% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $899 | $5,316-83.1% | $4,675-80.8% | $4,662-80.7% |
| Participant deferral / active EE | $2,807 | $6,466-56.6% | $5,629-50.1% | $6,690-58.0% |
| Admin fee / account holder | $892 | $19,327-95.4% | $15,923-94.4% | $13,400-93.3% |