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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 | $108,422 | $113,338-4.3% | $94,993+14.1% | $147,586-26.5% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 18.23% | 20.80%-2.6pp | 27.14%-8.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $866 | $3,777-77.1% | $3,317-73.9% | $5,439-84.1% |
| Admin fee / account holder | $1,134 | $6,063-81.3% | $4,960-77.1% | $10,886-89.6% |