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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 | $94,925 | $117,859-19.5% | $102,438-7.3% | $145,959-35.0% |
| Participation rate | 68.8% | 78.6%-9.8pp | 76.5%-7.7pp | 80.3%-11.5pp |
| Annual return | 9.21% | 31.72%-22.5pp | 29.37%-20.2pp | 561.95%-552.7pp |
| Employer contribution / active EE | $717 | $3,615-80.2% | $3,024-76.3% | $4,661-84.6% |
| Participant deferral / active EE | $2,057 | $5,732-64.1% | $5,054-59.3% | $6,689-69.2% |
| Admin fee / account holder | $37,072 | $13,318+178.4% | $9,448+292.4% | $13,398+176.7% |