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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 | $22,178 | $211,288-89.5% | $178,540-87.6% | $145,884-84.8% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 11.54% | 30.27%-18.7pp | 27.15%-15.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $369 | $4,574-91.9% | $3,953-90.7% | $4,662-92.1% |
| Participant deferral / active EE | $1,724 | $6,967-75.3% | $6,281-72.6% | $6,690-74.2% |
| Admin fee / account holder | $2,817 | $12,105-76.7% | $10,424-73.0% | $13,392-79.0% |