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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 | $20,175 | $183,516-89.0% | $155,534-87.0% | $145,884-86.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.14% | 61.43%-52.3pp | 64.92%-55.8pp | 551.85%-542.7pp |
| Employer contribution / active EE | $405 | $5,315-92.4% | $4,675-91.3% | $4,662-91.3% |
| Participant deferral / active EE | $4,465 | $6,467-31.0% | $5,630-20.7% | $6,690-33.3% |
| Admin fee / account holder | $747 | $19,293-96.1% | $15,900-95.3% | $13,392-94.4% |