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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 | $98,357 | $106,267-7.4% | $96,520+1.9% | $139,456-29.5% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 14.09% | 38.45%-24.4pp | 35.72%-21.6pp | 373.45%-359.4pp |
| Employer contribution / active EE | $118 | $4,105-97.1% | $3,739-96.8% | $4,753-97.5% |
| Participant deferral / active EE | $1,495 | $5,454-72.6% | $4,879-69.4% | $6,711-77.7% |
| Admin fee / account holder | $3,681 | $7,882-53.3% | $6,733-45.3% | $11,407-67.7% |