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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 | $26,784 | $165,351-83.8% | $149,710-82.1% | $158,931-83.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.49% | 348.19%-330.7pp | 276.63%-259.1pp | 302.86%-285.4pp |
| Employer contribution / active EE | $452 | $5,103-91.1% | $4,645-90.3% | $4,761-90.5% |
| Participant deferral / active EE | $2,910 | $7,181-59.5% | $6,842-57.5% | $5,982-51.4% |
| Admin fee / account holder | $1,738 | $10,807-83.9% | $9,309-81.3% | $11,247-84.5% |