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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 | $23,270 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.98% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $721 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $2,582 | $8,216-68.6% | $7,897-67.3% | $6,407-59.7% |
| Admin fee / account holder | $2,532 | $14,344-82.3% | $13,129-80.7% | $12,270-79.4% |