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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 | $27,141 | $154,228-82.4% | $145,433-81.3% | $137,256-80.2% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $706 | $4,804-85.3% | $4,554-84.5% | $4,156-83.0% |
| Participant deferral / active EE | $6,647 | $8,216-19.1% | $7,897-15.8% | $6,407+3.7% |
| Admin fee / account holder | $817 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |