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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 | $24,821 | $78,670-68.4% | $109,173-77.3% | $85,847-71.1% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 12.31% | 25.09%-12.8pp | 25.75%-13.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $419 | $2,734-84.7% | $3,723-88.7% | $2,565-83.7% |
| Participant deferral / active EE | $2,891 | $3,467-16.6% | $4,654-37.9% | $3,952-26.8% |
| Admin fee / account holder | $723 | $5,469-86.8% | $6,755-89.3% | $6,261-88.5% |