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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 | $13,198 | $87,166-84.9% | $76,735-82.8% | $137,256-90.4% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.5%-47.3pp | 80.0%-57.7pp |
| Annual return | 20.92% | 26.50%-5.6pp | 29.77%-8.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $460 | $2,904-84.2% | $2,454-81.3% | $4,156-88.9% |
| Participant deferral / active EE | $1,203 | $4,726-74.6% | $4,088-70.6% | $6,407-81.2% |
| Admin fee / account holder | $6,948 | $8,403-17.3% | $7,189-3.4% | $12,270-43.4% |