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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 | $26,576 | $227,597-88.3% | $189,575-86.0% | $167,536-84.1% |
| Participation rate | 53.3% | 82.5%-29.2pp | 78.4%-25.1pp | 82.1%-28.8pp |
| Annual return | 10.24% | 78.44%-68.2pp | 64.19%-53.9pp | 478.82%-468.6pp |
| Employer contribution / active EE | $566 | $5,316-89.3% | $4,412-87.2% | $4,839-88.3% |
| Participant deferral / active EE | $1,523 | $7,002-78.2% | $6,174-75.3% | $6,342-76.0% |
| Admin fee / account holder | $1,464 | $11,877-87.7% | $9,806-85.1% | $12,315-88.1% |