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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 | $17,056 | $106,267-83.9% | $96,520-82.3% | $139,456-87.8% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 17.46% | 38.45%-21.0pp | 35.72%-18.3pp | 373.45%-356.0pp |
| Employer contribution / active EE | $398 | $4,105-90.3% | $3,739-89.4% | $4,753-91.6% |
| Participant deferral / active EE | $3,379 | $5,454-38.1% | $4,879-30.7% | $6,711-49.7% |
| Admin fee / account holder | $397 | $7,882-95.0% | $6,733-94.1% | $11,407-96.5% |