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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 | $148,623-81.9% | $135,974-80.2% | $139,466-80.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 17.63% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $989 | $5,246-81.1% | $4,859-79.6% | $4,754-79.2% |
| Participant deferral / active EE | $2,492 | $8,103-69.2% | $7,760-67.9% | $6,712-62.9% |
| Admin fee / account holder | $459 | $12,406-96.3% | $10,767-95.7% | $11,409-96.0% |