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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 | $20,175 | $92,798-78.3% | $96,707-79.1% | $137,256-85.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 80.4%-20.4pp | 80.0%-20.0pp |
| Annual return | 18.37% | 31.24%-12.9pp | 34.78%-16.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $884 | $4,147-78.7% | $4,191-78.9% | $4,156-78.7% |
| Participant deferral / active EE | $2,134 | $5,877-63.7% | $5,997-64.4% | $6,407-66.7% |
| Admin fee / account holder | $2,187 | $7,946-72.5% | $7,503-70.8% | $12,270-82.2% |