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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 | $14,391 | $111,535-87.1% | $105,223-86.3% | $137,256-89.5% |
| Participation rate | 47.8% | 78.1%-30.3pp | 75.0%-27.2pp | 80.0%-32.1pp |
| Annual return | 12.62% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $754 | $3,939-80.9% | $3,689-79.6% | $4,156-81.9% |
| Participant deferral / active EE | $3,105 | $5,500-43.6% | $5,072-38.8% | $6,407-51.5% |
| Admin fee / account holder | $2,308 | $9,721-76.3% | $8,859-73.9% | $12,270-81.2% |