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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 | $105,087 | $106,267-1.1% | $96,520+8.9% | $139,456-24.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.98% | 38.45%-20.5pp | 35.72%-17.7pp | 373.45%-355.5pp |
| Employer contribution / active EE | $668 | $4,105-83.7% | $3,739-82.1% | $4,753-85.9% |
| Participant deferral / active EE | $6,876 | $5,454+26.1% | $4,879+40.9% | $6,711+2.5% |
| Admin fee / account holder | $3,006 | $7,882-61.9% | $6,733-55.4% | $11,407-73.7% |