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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 | $24,949 | $183,592-86.4% | $155,574-84.0% | $145,877-82.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 11.03% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $713 | $5,317-86.6% | $4,676-84.7% | $4,663-84.7% |
| Participant deferral / active EE | $3,136 | $6,466-51.5% | $5,629-44.3% | $6,691-53.1% |
| Admin fee / account holder | $563 | $19,316-97.1% | $15,914-96.5% | $13,402-95.8% |