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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 | $24,830 | $148,582-83.3% | $135,942-81.7% | $139,456-82.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.01% | 79.26%-59.2pp | 68.28%-48.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $538 | $5,245-89.7% | $4,858-88.9% | $4,753-88.7% |
| Participant deferral / active EE | $5,767 | $8,101-28.8% | $7,759-25.7% | $6,711-14.1% |
| Admin fee / account holder | $2,551 | $12,402-79.4% | $10,764-76.3% | $11,407-77.6% |