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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 | $100,933 | $115,225-12.4% | $100,712+0.2% | $138,895-27.3% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 15.00% | 40.35%-25.4pp | 33.27%-18.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $296 | $2,771-89.3% | $2,313-87.2% | $4,194-92.9% |
| Participant deferral / active EE | $1,897 | $4,699-59.6% | $4,085-53.6% | $6,396-70.3% |
| Admin fee / account holder | $447 | $10,844-95.9% | $9,256-95.2% | $12,562-96.4% |