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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 | $20,270 | $154,228-86.9% | $145,433-86.1% | $137,256-85.2% |
| Participation rate | 38.9% | 83.8%-44.9pp | 82.1%-43.2pp | 80.0%-41.1pp |
| Annual return | 19.77% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $739 | $4,804-84.6% | $4,554-83.8% | $4,156-82.2% |
| Participant deferral / active EE | $3,060 | $8,216-62.8% | $7,897-61.3% | $6,407-52.2% |
| Admin fee / account holder | $1,351 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |