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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 | $117,850 | $124,425-5.3% | $112,040+5.2% | $137,256-14.1% |
| Participation rate | 68.8% | 79.3%-10.6pp | 76.5%-7.7pp | 80.0%-11.2pp |
| Annual return | 17.36% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $321 | $3,411-90.6% | $2,954-89.1% | $4,156-92.3% |
| Participant deferral / active EE | $3,190 | $5,718-44.2% | $5,098-37.4% | $6,407-50.2% |
| Admin fee / account holder | $11,537 | $15,207-24.1% | $12,098-4.6% | $12,270-6.0% |