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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 | $112,553 | $106,918+5.3% | $84,021+34.0% | $152,897-26.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 19.85% | 105.01%-85.2pp | 71.32%-51.5pp | 345.43%-325.6pp |
| Employer contribution / active EE | $234 | $2,735-91.4% | $1,984-88.2% | $4,764-95.1% |
| Participant deferral / active EE | $1,709 | $4,012-57.4% | $3,239-47.2% | $5,851-70.8% |
| Admin fee / account holder | $10,267 | $8,288+23.9% | $6,102+68.3% | $11,599-11.5% |