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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 | $119,505 | $116,203+2.8% | $93,621+27.6% | $152,909-21.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.8%-18.7pp | 82.5%-25.3pp |
| Annual return | 24.74% | 35.96%-11.2pp | 32.76%-8.0pp | 345.46%-320.7pp |
| Employer contribution / active EE | $122 | $3,219-96.2% | $2,719-95.5% | $4,764-97.4% |
| Participant deferral / active EE | $1,508 | $4,605-67.2% | $4,070-62.9% | $5,851-74.2% |
| Admin fee / account holder | $10,594 | $10,751-1.5% | $7,890+34.3% | $11,601-8.7% |