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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 | $111,503 | $110,307+1.1% | $96,576+15.5% | $139,456-20.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 14.32% | 26.40%-12.1pp | 25.87%-11.6pp | 373.45%-359.1pp |
| Employer contribution / active EE | $585 | $3,619-83.8% | $2,965-80.3% | $4,753-87.7% |
| Participant deferral / active EE | $10,000 | $5,547+80.3% | $4,851+106.1% | $6,711+49.0% |
| Admin fee / account holder | $3,820 | $11,597-67.1% | $8,253-53.7% | $11,407-66.5% |