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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 | $111,336 | $114,013-2.3% | $103,693+7.4% | $155,188-28.3% |
| Participation rate | 68.2% | 75.2%-7.0pp | 72.6%-4.5pp | 80.8%-12.6pp |
| Annual return | 14.56% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,713 | $4,970+35.1% | $4,579+46.6% | $6,531+2.8% |
| Admin fee / account holder | $17,987 | $8,407+113.9% | $7,858+128.9% | $14,480+24.2% |