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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 | $115,790 | $98,240+17.9% | $82,312+40.7% | $147,587-21.5% |
| Participation rate | 65.0% | 79.7%-14.7pp | 76.9%-11.9pp | 82.8%-17.8pp |
| Annual return | 18.63% | 30.85%-12.2pp | 25.88%-7.3pp | 578.60%-560.0pp |
| Employer contribution / active EE | $548 | $3,192-82.8% | $2,428-77.4% | $4,876-88.8% |
| Participant deferral / active EE | $4,423 | $4,383+0.9% | $3,706+19.3% | $5,439-18.7% |
| Admin fee / account holder | $2,588 | $8,563-69.8% | $5,608-53.8% | $10,886-76.2% |