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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 | $110,315 | $99,994+10.3% | $146,643-24.8% | $85,847+28.5% |
| Participation rate | 40.5% | 73.1%-32.6pp | 80.1%-39.6pp | 69.3%-28.8pp |
| Annual return | 15.33% | 18.93%-3.6pp | 22.75%-7.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $556 | $2,559-78.3% | $4,137-86.6% | $2,565-78.3% |
| Participant deferral / active EE | $1,833 | $4,006-54.2% | $5,506-66.7% | $3,952-53.6% |
| Admin fee / account holder | $1,133 | $7,703-85.3% | $10,280-89.0% | $6,261-81.9% |