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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 | $20,584 | $111,535-81.5% | $105,223-80.4% | $137,256-85.0% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 21.13% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $758 | $3,939-80.8% | $3,689-79.5% | $4,156-81.8% |
| Participant deferral / active EE | $2,153 | $5,500-60.9% | $5,072-57.6% | $6,407-66.4% |
| Admin fee / account holder | $2,510 | $9,721-74.2% | $8,859-71.7% | $12,270-79.5% |