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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 | $22,710 | $77,638-70.7% | $156,551-85.5% | $62,881-63.9% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 9.86% | 50.33%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $360 | $3,444-89.5% | $5,501-93.5% | $2,281-84.2% |
| Participant deferral / active EE | $1,818 | $3,046-40.3% | $4,871-62.7% | $3,203-43.2% |
| Admin fee / account holder | $1,140 | $5,561-79.5% | $13,028-91.3% | $4,296-73.5% |