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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 | $98,380 | $103,392-4.8% | $87,104+12.9% | $152,897-35.7% |
| Participation rate | 68.8% | 79.4%-10.6pp | 76.9%-8.1pp | 82.5%-13.7pp |
| Annual return | 40.70% | 28.10%+12.6pp | 28.19%+12.5pp | 345.43%-304.7pp |
| Employer contribution / active EE | $563 | $3,221-82.5% | $2,521-77.7% | $4,764-88.2% |
| Participant deferral / active EE | $3,032 | $4,778-36.6% | $4,048-25.1% | $5,851-48.2% |
| Admin fee / account holder | $3,559 | $12,194-70.8% | $7,491-52.5% | $11,599-69.3% |