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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 | $110,397 | $98,776+11.8% | $149,745-26.3% | $79,856+38.2% |
| Participation rate | 68.6% | 75.8%-7.2pp | 82.5%-13.9pp | 69.6%-1.1pp |
| Annual return | 13.15% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $240 | $3,217-92.5% | $4,646-94.8% | $2,471-90.3% |
| Participant deferral / active EE | $3,905 | $5,681-31.3% | $6,843-42.9% | $3,741+4.4% |
| Admin fee / account holder | $1,620 | $6,053-73.2% | $9,312-82.6% | $5,306-69.5% |