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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 | $107,524 | $117,895-8.8% | $102,460+4.9% | $145,897-26.3% |
| Participation rate | 63.2% | 78.6%-15.5pp | 76.5%-13.4pp | 80.3%-17.1pp |
| Annual return | 11.18% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,635 | $5,736+68.0% | $5,056+90.6% | $6,689+44.0% |
| Admin fee / account holder | $13,040 | $13,353-2.3% | $9,460+37.8% | $13,390-2.6% |