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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 | $25,944 | $114,119-77.3% | $107,187-75.8% | $138,895-81.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 15.94% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $339 | $4,059-91.6% | $3,782-91.0% | $4,194-91.9% |
| Participant deferral / active EE | $2,071 | $5,538-62.6% | $5,096-59.4% | $6,396-67.6% |
| Admin fee / account holder | $1,964 | $10,024-80.4% | $9,162-78.6% | $12,562-84.4% |