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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 | $21,088 | $174,379-87.9% | $152,093-86.1% | $138,895-84.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.98% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $474 | $4,652-89.8% | $4,175-88.6% | $4,194-88.7% |
| Participant deferral / active EE | $4,416 | $6,159-28.3% | $5,451-19.0% | $6,396-31.0% |
| Admin fee / account holder | $1,005 | $16,880-94.0% | $14,497-93.1% | $12,562-92.0% |