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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 | $22,678 | $183,592-87.6% | $155,574-85.4% | $145,877-84.5% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 14.03% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $663 | $5,317-87.5% | $4,676-85.8% | $4,663-85.8% |
| Participant deferral / active EE | $2,293 | $6,466-64.5% | $5,629-59.3% | $6,691-65.7% |
| Admin fee / account holder | $1,983 | $19,316-89.7% | $15,914-87.5% | $13,402-85.2% |