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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 | $117,821 | $124,346-5.2% | $111,308+5.9% | $167,536-29.7% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 13.30% | 37.45%-24.1pp | 54.67%-41.4pp | 478.82%-465.5pp |
| Employer contribution / active EE | $687 | $3,437-80.0% | $2,732-74.9% | $4,839-85.8% |
| Participant deferral / active EE | $2,006 | $5,182-61.3% | $4,487-55.3% | $6,342-68.4% |
| Admin fee / account holder | $657 | $10,621-93.8% | $7,965-91.8% | $12,315-94.7% |