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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 | $29,284 | $185,312-84.2% | $161,489-81.9% | $154,746-81.1% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.7%-22.4pp | 80.7%-24.5pp |
| Annual return | 17.21% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $208 | $4,769-95.6% | $4,268-95.1% | $4,379-95.3% |
| Participant deferral / active EE | $4,691 | $6,350-26.1% | $5,630-16.7% | $6,730-30.3% |
| Admin fee / account holder | $13,609 | $18,654-27.0% | $16,006-15.0% | $14,365-5.3% |