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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 | $118,609 | $126,661-6.4% | $113,397+4.6% | $138,895-14.6% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 9.90% | 25.05%-15.2pp | 23.20%-13.3pp | 145.39%-135.5pp |
| Employer contribution / active EE | $376 | $3,456-89.1% | $2,977-87.4% | $4,194-91.0% |
| Participant deferral / active EE | $4,068 | $5,693-28.5% | $5,076-19.9% | $6,396-36.4% |
| Admin fee / account holder | $11,438 | $14,549-21.4% | $11,957-4.3% | $12,562-8.9% |