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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 | $19,470 | $97,125-80.0% | $86,233-77.4% | $137,256-85.8% |
| Participation rate | 58.8% | 74.2%-15.4pp | 69.0%-10.2pp | 80.0%-21.1pp |
| Annual return | 17.12% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $58 | $2,841-97.9% | $2,504-97.7% | $4,156-98.6% |
| Participant deferral / active EE | $4,171 | $5,180-19.5% | $4,559-8.5% | $6,407-34.9% |
| Admin fee / account holder | $1,208 | $9,725-87.6% | $8,342-85.5% | $12,270-90.2% |