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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 | $116,703 | $107,733+8.3% | $92,985+25.5% | $154,746-24.6% |
| Participation rate | 64.3% | 74.6%-10.3pp | 69.5%-5.2pp | 80.7%-16.4pp |
| Annual return | 18.60% | 30.39%-11.8pp | 27.99%-9.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,691 | $5,053-7.2% | $4,377+7.2% | $6,730-30.3% |
| Admin fee / account holder | $441 | $11,369-96.1% | $9,463-95.3% | $14,365-96.9% |