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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 | $105,483 | $110,410-4.5% | $102,437+3.0% | $145,897-27.7% |
| Participation rate | 43.5% | 77.9%-34.5pp | 74.5%-31.0pp | 80.3%-36.8pp |
| Annual return | 11.44% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $322 | $4,217-92.4% | $3,871-91.7% | $4,663-93.1% |
| Participant deferral / active EE | $3,358 | $5,622-40.3% | $5,060-33.6% | $6,689-49.8% |
| Admin fee / account holder | $1,585 | $9,745-83.7% | $8,388-81.1% | $13,390-88.2% |