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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 | $134,817-82.0% | $123,973-80.5% | $155,188-84.4% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.7%-39.2pp | 80.8%-43.3pp |
| Annual return | 17.98% | 515.49%-497.5pp | 388.13%-370.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $781 | $4,425-82.3% | $4,126-81.1% | $4,248-81.6% |
| Participant deferral / active EE | $2,452 | $5,706-57.0% | $5,247-53.3% | $6,531-62.5% |
| Admin fee / account holder | $2,244 | $13,245-83.1% | $11,799-81.0% | $14,480-84.5% |