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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 | $101,807 | $154,159-34.0% | $130,026-21.7% | $139,456-27.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 11.18% | 32.50%-21.3pp | -137.26%+148.4pp | 373.45%-362.3pp |
| Employer contribution / active EE | $153 | $5,292-97.1% | $4,321-96.4% | $4,753-96.8% |
| Participant deferral / active EE | $2,493 | $6,710-62.8% | $5,821-57.2% | $6,711-62.9% |
| Admin fee / account holder | $4,430 | $14,001-68.4% | $10,608-58.2% | $11,407-61.2% |