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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 | $101,821 | $110,410-7.8% | $102,437-0.6% | $145,897-30.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 12.90% | 24.85%-12.0pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $329 | $4,217-92.2% | $3,871-91.5% | $4,663-92.9% |
| Participant deferral / active EE | $5,746 | $5,622+2.2% | $5,060+13.6% | $6,689-14.1% |
| Admin fee / account holder | $686 | $9,745-93.0% | $8,388-91.8% | $13,390-94.9% |