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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 | $21,021 | $154,228-86.4% | $145,433-85.5% | $137,256-84.7% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.6pp | 80.0%-10.4pp |
| Annual return | 15.80% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $334 | $4,804-93.1% | $4,554-92.7% | $4,156-92.0% |
| Participant deferral / active EE | $3,337 | $8,216-59.4% | $7,897-57.8% | $6,407-47.9% |
| Admin fee / account holder | $2,553 | $14,344-82.2% | $13,129-80.6% | $12,270-79.2% |