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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 | $18,602 | $111,535-83.3% | $105,223-82.3% | $137,256-86.4% |
| Participation rate | 31.8% | 78.1%-46.3pp | 75.0%-43.2pp | 80.0%-48.1pp |
| Annual return | 16.18% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $716 | $3,939-81.8% | $3,689-80.6% | $4,156-82.8% |
| Participant deferral / active EE | $1,893 | $5,500-65.6% | $5,072-62.7% | $6,407-70.5% |
| Admin fee / account holder | $1,417 | $9,721-85.4% | $8,859-84.0% | $12,270-88.4% |