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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 | $15,499 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 20.24% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $321 | $4,636-93.1% | $4,154-92.3% | $4,156-92.3% |
| Participant deferral / active EE | $1,935 | $6,166-68.6% | $5,453-64.5% | $6,407-69.8% |
| Admin fee / account holder | $1,784 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |