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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 | $127,871 | $91,559+39.7% | $133,971-4.6% | $79,852+60.1% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 12.06% | 61.85%-49.8pp | 45.09%-33.0pp | 31.72%-19.7pp |
| Employer contribution / active EE | $421 | $2,384-82.3% | $3,919-89.3% | $2,471-83.0% |
| Participant deferral / active EE | $3,755 | $3,734+0.6% | $5,047-25.6% | $3,740+0.4% |
| Admin fee / account holder | $40,376 | $6,321+538.8% | $8,929+352.2% | $5,306+660.9% |