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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 | $107,119 | $115,796-7.5% | $101,264+5.8% | $158,950-32.6% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 13.72% | 56.15%-42.4pp | 46.48%-32.8pp | 302.91%-289.2pp |
| Employer contribution / active EE | $463 | $4,175-88.9% | $3,660-87.3% | $4,762-90.3% |
| Participant deferral / active EE | $2,089 | $4,958-57.9% | $4,370-52.2% | $5,983-65.1% |
| Admin fee / account holder | $2,231 | $7,247-69.2% | $5,947-62.5% | $11,248-80.2% |