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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 | $100,669 | $86,288+16.7% | $111,306-9.6% | $85,851+17.3% |
| Participation rate | 58.5% | 73.3%-14.9pp | 77.3%-18.9pp | 69.3%-10.9pp |
| Annual return | 14.94% | 19.99%-5.0pp | 54.67%-39.7pp | 318.63%-303.7pp |
| Employer contribution / active EE | $400 | $2,044-80.4% | $2,732-85.4% | $2,565-84.4% |
| Participant deferral / active EE | $3,271 | $3,641-10.2% | $4,488-27.1% | $3,952-17.2% |
| Admin fee / account holder | $2,149 | $8,189-73.8% | $7,966-73.0% | $6,261-65.7% |