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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 | $109,529 | $98,240+11.5% | $82,312+33.1% | $147,586-25.8% |
| Participation rate | 47.8% | 79.7%-31.9pp | 76.9%-29.1pp | 82.8%-35.0pp |
| Annual return | 16.50% | 30.85%-14.4pp | 25.88%-9.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $380 | $3,192-88.1% | $2,428-84.3% | $4,876-92.2% |
| Participant deferral / active EE | $1,511 | $4,383-65.5% | $3,706-59.2% | $5,439-72.2% |
| Admin fee / account holder | $904 | $8,563-89.4% | $5,608-83.9% | $10,886-91.7% |