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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 | $24,995 | $148,582-83.2% | $135,942-81.6% | $139,456-82.1% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 12.22% | 79.26%-67.0pp | 68.28%-56.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $439 | $5,245-91.6% | $4,858-91.0% | $4,753-90.8% |
| Participant deferral / active EE | $4,702 | $8,101-42.0% | $7,759-39.4% | $6,711-29.9% |
| Admin fee / account holder | $919 | $12,402-92.6% | $10,764-91.5% | $11,407-91.9% |