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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 | $24,247 | $135,956-82.2% | $123,894-80.4% | $273,972-91.1% |
| Participation rate | 38.9% | 84.1%-45.2pp | 81.4%-42.5pp | 83.0%-44.1pp |
| Annual return | 16.15% | 56.63%-40.5pp | 47.52%-31.4pp | 41.46%-25.3pp |
| Employer contribution / active EE | $151 | $5,170-97.1% | $4,617-96.7% | $4,869-96.9% |
| Participant deferral / active EE | $6,099 | $6,343-3.8% | $5,984+1.9% | $5,287+15.4% |
| Admin fee / account holder | $1,895 | $9,817-80.7% | $8,357-77.3% | $10,133-81.3% |