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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 | $102,245 | $103,393-1.1% | $87,103+17.4% | $152,909-33.1% |
| Participation rate | 61.1% | 79.4%-18.2pp | 76.9%-15.8pp | 82.5%-21.3pp |
| Annual return | 27.91% | 28.10%-0.2pp | 28.19%-0.3pp | 345.46%-317.6pp |
| Employer contribution / active EE | $616 | $3,221-80.9% | $2,521-75.6% | $4,764-87.1% |
| Participant deferral / active EE | $2,464 | $4,778-48.4% | $4,049-39.1% | $5,851-57.9% |
| Admin fee / account holder | $352 | $12,195-97.1% | $7,491-95.3% | $11,601-97.0% |