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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 | $17,886 | $111,535-84.0% | $105,223-83.0% | $137,256-87.0% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 15.11% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $752 | $3,939-80.9% | $3,689-79.6% | $4,156-81.9% |
| Participant deferral / active EE | $3,068 | $5,500-44.2% | $5,072-39.5% | $6,407-52.1% |
| Admin fee / account holder | $3,759 | $9,721-61.3% | $8,859-57.6% | $12,270-69.4% |