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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 | $162,136-87.0% | $152,301-86.2% | $154,746-86.4% |
| Participation rate | 69.6% | 84.1%-14.5pp | 82.4%-12.9pp | 80.7%-11.1pp |
| Annual return | 15.80% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $334 | $4,890-93.2% | $4,624-92.8% | $4,379-92.4% |
| Participant deferral / active EE | $3,337 | $8,341-60.0% | $8,004-58.3% | $6,730-50.4% |
| Admin fee / account holder | $2,553 | $15,759-83.8% | $14,398-82.3% | $14,365-82.2% |