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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 | $17,471 | $160,040-89.1% | $147,096-88.1% | $145,877-88.0% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 10.38% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $890 | $5,289-83.2% | $4,936-82.0% | $4,663-80.9% |
| Participant deferral / active EE | $3,489 | $8,429-58.6% | $8,071-56.8% | $6,691-47.9% |
| Admin fee / account holder | $888 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |