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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 | $93,674 | $96,491-2.9% | $75,894+23.4% | $152,885-38.7% |
| Participation rate | 45.5% | 76.2%-30.7pp | 69.3%-23.8pp | 82.5%-37.0pp |
| Annual return | 21.91% | 33.98%-12.1pp | 30.76%-8.8pp | 345.39%-323.5pp |
| Employer contribution / active EE | $361 | $3,310-89.1% | $2,501-85.6% | $4,763-92.4% |
| Participant deferral / active EE | $2,414 | $4,553-47.0% | $3,603-33.0% | $5,851-58.7% |
| Admin fee / account holder | $8,413 | $8,079+4.1% | $5,420+55.2% | $11,598-27.5% |