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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 | $12,439 | $114,119-89.1% | $107,187-88.4% | $138,895-91.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 79.9%-57.7pp |
| Annual return | 21.62% | 273.21%-251.6pp | 204.55%-182.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $812 | $4,059-80.0% | $3,782-78.5% | $4,194-80.6% |
| Participant deferral / active EE | $1,885 | $5,538-66.0% | $5,096-63.0% | $6,396-70.5% |
| Admin fee / account holder | $3,665 | $10,024-63.4% | $9,162-60.0% | $12,562-70.8% |