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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 | $99,217 | $110,379-10.1% | $102,412-3.1% | $145,884-32.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.87% | 24.84%-14.0pp | 24.94%-14.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $782 | $4,216-81.5% | $3,870-79.8% | $4,662-83.2% |
| Participant deferral / active EE | $5,462 | $5,622-2.8% | $5,060+7.9% | $6,690-18.4% |
| Admin fee / account holder | $2,552 | $9,745-73.8% | $8,388-69.6% | $13,392-80.9% |