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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 | $21,283 | $185,312-88.5% | $161,489-86.8% | $154,746-86.2% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 16.81% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $575 | $4,769-87.9% | $4,268-86.5% | $4,379-86.9% |
| Participant deferral / active EE | $3,803 | $6,350-40.1% | $5,630-32.5% | $6,730-43.5% |
| Admin fee / account holder | $840 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |