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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 | $23,046 | $165,381-86.1% | $149,730-84.6% | $158,966-85.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 14.00% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $881 | $5,104-82.7% | $4,645-81.0% | $4,762-81.5% |
| Participant deferral / active EE | $2,676 | $7,182-62.7% | $6,843-60.9% | $5,983-55.3% |
| Admin fee / account holder | $1,119 | $10,809-89.7% | $9,310-88.0% | $11,250-90.1% |