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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 | $97,291 | $88,672+9.7% | $105,223-7.5% | $82,448+18.0% |
| Participation rate | 16.1% | 67.9%-51.8pp | 75.0%-58.9pp | 68.1%-51.9pp |
| Annual return | 17.05% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $577 | $3,048-81.1% | $3,689-84.4% | $2,551-77.4% |
| Participant deferral / active EE | $1,937 | $4,036-52.0% | $5,072-61.8% | $4,139-53.2% |
| Admin fee / account holder | $1,505 | $7,146-78.9% | $8,859-83.0% | $7,234-79.2% |