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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 | $26,151 | $118,708-78.0% | $98,920-73.6% | $158,966-83.5% |
| Participation rate | 40.9% | 77.8%-36.9pp | 76.0%-35.1pp | 82.0%-41.1pp |
| Annual return | 9.36% | 372.49%-363.1pp | 196.47%-187.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $473 | $3,334-85.8% | $2,689-82.4% | $4,762-90.1% |
| Participant deferral / active EE | $2,479 | $5,089-51.3% | $4,245-41.6% | $5,983-58.6% |
| Admin fee / account holder | $2,770 | $10,134-72.7% | $6,643-58.3% | $11,250-75.4% |