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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 | $16,185 | $174,379-90.7% | $152,093-89.4% | $138,895-88.3% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 11.21% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $584 | $4,652-87.5% | $4,175-86.0% | $4,194-86.1% |
| Participant deferral / active EE | $2,100 | $6,159-65.9% | $5,451-61.5% | $6,396-67.2% |
| Admin fee / account holder | $400 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |