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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 | $14,788 | $110,410-86.6% | $102,437-85.6% | $145,897-89.9% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 22.51% | 24.85%-2.3pp | 24.95%-2.4pp | 552.29%-529.8pp |
| Employer contribution / active EE | $830 | $4,217-80.3% | $3,871-78.6% | $4,663-82.2% |
| Participant deferral / active EE | $7,951 | $5,622+41.4% | $5,060+57.1% | $6,689+18.9% |
| Admin fee / account holder | $1,438 | $9,745-85.2% | $8,388-82.9% | $13,390-89.3% |