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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 | $14,221 | $106,267-86.6% | $96,520-85.3% | $139,456-89.8% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 14.98% | 38.45%-23.5pp | 35.72%-20.7pp | 373.45%-358.5pp |
| Employer contribution / active EE | $568 | $4,105-86.2% | $3,739-84.8% | $4,753-88.0% |
| Participant deferral / active EE | $4,939 | $5,454-9.5% | $4,879+1.2% | $6,711-26.4% |
| Admin fee / account holder | $1,395 | $7,882-82.3% | $6,733-79.3% | $11,407-87.8% |