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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 | $90,504 | $89,367+1.3% | $141,191-35.9% | $72,975+24.0% |
| Participation rate | 60.4% | 75.1%-14.7pp | 82.5%-22.1pp | 69.5%-9.1pp |
| Annual return | 26.09% | 111.87%-85.8pp | 71.41%-45.3pp | 81.01%-54.9pp |
| Employer contribution / active EE | $191 | $3,115-93.9% | $4,736-96.0% | $2,440-92.2% |
| Participant deferral / active EE | $5,034 | $5,419-7.1% | $6,710-25.0% | $3,608+39.5% |
| Admin fee / account holder | $9,393 | $5,957+57.7% | $10,264-8.5% | $5,124+83.3% |