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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 | $113,753 | $112,729+0.9% | $98,716+15.2% | $137,256-17.1% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.3%-11.4pp | 80.0%-22.1pp |
| Annual return | 14.42% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $277 | $2,725-89.8% | $2,279-87.8% | $4,156-93.3% |
| Participant deferral / active EE | $1,283 | $4,640-72.3% | $4,048-68.3% | $6,407-80.0% |
| Admin fee / account holder | $7,339 | $10,129-27.5% | $8,703-15.7% | $12,270-40.2% |