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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 | $26,885 | $148,582-81.9% | $135,942-80.2% | $139,456-80.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.63% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.8pp |
| Employer contribution / active EE | $989 | $5,245-81.1% | $4,858-79.6% | $4,753-79.2% |
| Participant deferral / active EE | $2,492 | $8,101-69.2% | $7,759-67.9% | $6,711-62.9% |
| Admin fee / account holder | $459 | $12,402-96.3% | $10,764-95.7% | $11,407-96.0% |