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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 | $101,760 | $154,159-34.0% | $130,026-21.7% | $139,456-27.0% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 22.83% | 32.50%-9.7pp | -137.26%+160.1pp | 373.45%-350.6pp |
| Employer contribution / active EE | $573 | $5,292-89.2% | $4,321-86.7% | $4,753-87.9% |
| Participant deferral / active EE | $6,780 | $6,710+1.0% | $5,821+16.5% | $6,711+1.0% |
| Admin fee / account holder | $5,578 | $14,001-60.2% | $10,608-47.4% | $11,407-51.1% |