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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 | $12,796 | $110,410-88.4% | $102,437-87.5% | $145,897-91.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 22.92% | 24.85%-1.9pp | 24.95%-2.0pp | 552.29%-529.4pp |
| Employer contribution / active EE | $589 | $4,217-86.0% | $3,871-84.8% | $4,663-87.4% |
| Participant deferral / active EE | $3,253 | $5,622-42.1% | $5,060-35.7% | $6,689-51.4% |
| Admin fee / account holder | $2,040 | $9,745-79.1% | $8,388-75.7% | $13,390-84.8% |