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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 | $21,806 | $124,330-82.5% | $109,173-80.0% | $167,536-87.0% |
| Participation rate | 62.5% | 79.5%-17.0pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 18.35% | 26.04%-7.7pp | 25.75%-7.4pp | 478.82%-460.5pp |
| Employer contribution / active EE | $410 | $4,209-90.3% | $3,723-89.0% | $4,839-91.5% |
| Participant deferral / active EE | $2,672 | $5,256-49.2% | $4,654-42.6% | $6,342-57.9% |
| Admin fee / account holder | $2,975 | $7,974-62.7% | $6,755-56.0% | $12,315-75.8% |