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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 | $25,503 | $110,379-76.9% | $102,412-75.1% | $145,884-82.5% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 13.39% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $536 | $4,216-87.3% | $3,870-86.2% | $4,662-88.5% |
| Participant deferral / active EE | $4,854 | $5,622-13.7% | $5,060-4.1% | $6,690-27.4% |
| Admin fee / account holder | $1,339 | $9,745-86.3% | $8,388-84.0% | $13,392-90.0% |