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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 | $110,906 | $116,462-4.8% | $300,297-63.1% | $116,462-4.8% |
| Participation rate | 56.5% | 74.7%-18.2pp | 83.3%-26.8pp | 74.7%-18.2pp |
| Annual return | 12.03% | 15.65%-3.6pp | 6.06%+6.0pp | 15.65%-3.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $4,605-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $6,713 | $3,836+75.0% | $4,511+48.8% | $3,836+75.0% |
| Admin fee / account holder | $14,133 | $12,754+10.8% | $16,510-14.4% | $12,754+10.8% |