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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 | $21,206 | $106,247-80.0% | $96,515-78.0% | $139,466-84.8% |
| Participation rate | 13.3% | 77.8%-64.5pp | 74.3%-61.0pp | 80.3%-67.0pp |
| Annual return | 12.99% | 38.47%-25.5pp | 35.73%-22.7pp | 373.66%-360.7pp |
| Employer contribution / active EE | $631 | $4,106-84.6% | $3,740-83.1% | $4,754-86.7% |
| Participant deferral / active EE | $2,256 | $5,456-58.6% | $4,880-53.8% | $6,712-66.4% |
| Admin fee / account holder | $3,084 | $7,885-60.9% | $6,735-54.2% | $11,409-73.0% |