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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 | $27,515 | $182,442-84.9% | $163,379-83.2% | $138,895-80.2% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.8%-48.3pp | 79.9%-51.3pp |
| Annual return | 21.94% | 72.74%-50.8pp | 63.41%-41.5pp | 145.39%-123.5pp |
| Employer contribution / active EE | $376 | $4,159-91.0% | $3,752-90.0% | $4,194-91.0% |
| Participant deferral / active EE | $1,673 | $6,817-75.5% | $6,282-73.4% | $6,396-73.8% |
| Admin fee / account holder | $9,267 | $10,396-10.9% | $9,818-5.6% | $12,562-26.2% |