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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 | $103,507 | $98,463+5.1% | $119,237-13.2% | $85,851+20.6% |
| Participation rate | 60.6% | 77.6%-17.0pp | 82.7%-22.1pp | 69.3%-8.7pp |
| Annual return | 15.57% | 38.53%-23.0pp | 30.70%-15.1pp | 318.63%-303.1pp |
| Employer contribution / active EE | $424 | $3,698-88.5% | $4,383-90.3% | $2,565-83.5% |
| Participant deferral / active EE | $2,797 | $4,942-43.4% | $6,112-54.2% | $3,952-29.2% |
| Admin fee / account holder | $4,610 | $7,493-38.5% | $7,229-36.2% | $6,261-26.4% |