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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 | $18,858 | $183,516-89.7% | $155,534-87.9% | $145,884-87.1% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 13.88% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $827 | $5,315-84.4% | $4,675-82.3% | $4,662-82.3% |
| Participant deferral / active EE | $2,178 | $6,467-66.3% | $5,630-61.3% | $6,690-67.4% |
| Admin fee / account holder | $1,467 | $19,293-92.4% | $15,900-90.8% | $13,392-89.0% |