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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 | $123,164 | $110,410+11.6% | $102,437+20.2% | $145,897-15.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.06% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.2pp |
| Employer contribution / active EE | $793 | $4,217-81.2% | $3,871-79.5% | $4,663-83.0% |
| Participant deferral / active EE | $5,654 | $5,622+0.6% | $5,060+11.7% | $6,689-15.5% |
| Admin fee / account holder | $516 | $9,745-94.7% | $8,388-93.9% | $13,390-96.2% |