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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 | $23,450 | $172,111-86.4% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.97% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $282 | $4,636-93.9% | $4,154-93.2% | $4,156-93.2% |
| Participant deferral / active EE | $2,471 | $6,166-59.9% | $5,453-54.7% | $6,407-61.4% |
| Admin fee / account holder | $400 | $16,471-97.6% | $14,116-97.2% | $12,270-96.7% |