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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 | $109,880 | $96,558+13.8% | $80,977+35.7% | $273,972-59.9% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 10.75% | 15.14%-4.4pp | 17.11%-6.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,358 | $6,598-3.6% | $5,696+11.6% | $5,287+20.3% |
| Admin fee / account holder | $815 | $7,493-89.1% | $5,517-85.2% | $10,133-92.0% |