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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 | $112,866 | $124,346-9.2% | $111,308+1.4% | $167,536-32.6% |
| Participation rate | 60.9% | 79.6%-18.8pp | 77.3%-16.5pp | 82.1%-21.2pp |
| Annual return | 15.50% | 37.45%-22.0pp | 54.67%-39.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $439 | $3,437-87.2% | $2,732-83.9% | $4,839-90.9% |
| Participant deferral / active EE | $3,704 | $5,182-28.5% | $4,487-17.5% | $6,342-41.6% |
| Admin fee / account holder | $645 | $10,621-93.9% | $7,965-91.9% | $12,315-94.8% |