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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 | $24,221 | $111,535-78.3% | $105,223-77.0% | $137,256-82.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.0%-37.5pp | 80.0%-42.5pp |
| Annual return | 17.98% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $781 | $3,939-80.2% | $3,689-78.8% | $4,156-81.2% |
| Participant deferral / active EE | $2,452 | $5,500-55.4% | $5,072-51.7% | $6,407-61.7% |
| Admin fee / account holder | $2,244 | $9,721-76.9% | $8,859-74.7% | $12,270-81.7% |