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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 | $105,375 | $107,809-2.3% | $97,032+8.6% | $155,188-32.1% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 13.88% | 38.06%-24.2pp | 35.38%-21.5pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,613 | $5,129+87.4% | $4,672+105.7% | $6,531+47.2% |
| Admin fee / account holder | $1,504 | $10,717-86.0% | $9,418-84.0% | $14,480-89.6% |